Microsoft (MSFT.US) increases investment in self-developed AI chips: Maia 300 to debut this fall, seeking capacity support from TSMC (TSM.US).

According to media reports citing informed sources on Monday, Microsoft (MSFT.US) is planning to significantly increase the production of its next-generation self-developed artificial intelligence chips and has been in discussions with TSMC (TSM.US) to secure more manufacturing capacity. As investment in AI infrastructure continues to expand, Microsoft is accelerating its in-house chip strategy to reduce reliance on NVIDIA (NVDA.US) GPUs and to narrow the gap with Amazon (AMZN.US) and Google (GOOGL.US) in the field of custom AI chips.