Microsoft bets big on custom silicon: Maia 300 claims 40% more tokens per watt, multi-gigawatt deployments

TinfoilTricorn · x · 2026-10-12

Microsoft CEO Satya Nadella announced the company's biggest bet yet on its own silicon: starting next calendar year, Microsoft will scale its Maia family to multi-gigawatt deployments as the primary inference system for its own products and services, and introduced Maia 300, claiming 40% more tokens per watt than leading GPU-based systems.

Slide specs: multi-chiplet N2P process, 13.8 PFLOPS FP4 / 6.9 PFLOPS FP8, 950W SoC TDP, 8x HBM4 stacks (288GB, 18TB/s), 3.2 TB/s bi-directional scale-up bandwidth, 96 Maias per rack, 12k accelerators per scale-up domain over a two-tier Ethernet fabric.

Related event: Microsoft Unveils Maia 300, Betting Big on In-House AI Silicon(10 posts)→

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