Microsoft plans to unveil next-generation AI chip in September, The Information reports

Microsoft is in talks with TSMC to secure manufacturing capacity for more than 300,000 units of the chip

Microsoft is planning to unveil its new Maia 300 AI chip this fall, potentially as soon ​as next month, The Information reported on Monday, citing people ‌with direct knowledge of the plans.

The company introduced its Maia AI chip in November 2023 but has lagged rivals such as Alphabet and Amazon in scaling up ​its in-house chip efforts as it seeks to reduce its ​reliance on Nvidia's costly processors.

Google began recognising revenue from direct sales ⁠of its custom AI chips, called Tensor Processing Units, in the ​quarter ended June, while Amazon has also seen growing adoption of its ​processors, including its Trainium chips.

Microsoft has been in talks with chipmaker TSMC to secure manufacturing capacity for more than 300,000 units of the chip for delivery in ​2027, according to the report. It is also looking to significantly ​ramp up production and persuade major cloud customers such as Anthropic to adopt the ‌chip.

"Microsoft ⁠continues to invest in custom silicon as part of our long-term AI infrastructure strategy. While we don't share production volumes, the figures reported don't reflect the scale of our program," said Andrew Wall, general manager for Microsoft's ​Azure Maia.

TSMC could ​not be reached ⁠for comment outside regular business hours.

Microsoft ultimately aims to secure capacity for more than 1 million Maia 300 ​chips, though component supplies and ongoing capacity negotiations with ​TSMC ⁠could constrain its plans, according to the report.

It unveiled its second-generation Maia 200 in January, built by TSMC using 3-nanometer technology.

Microsoft packed the chip with a ⁠significant ​amount of SRAM, a type of memory ​that can provide speed advantages for AI systems handling large numbers of user requests.