微软(MSFT)计划于2027年推出Maia 300 AI芯片 进一步扩充内部硬件生态

金吾财讯
Yesterday

金吾财讯 | 微软(MSFT)宣布计划于2027年推出其下一代自研人工智能芯片Maia 300,以扩充内部硬件生态,应对云计算与AI服务爆发式增长的需求。据介绍,Maia 300专为大模型推理工作负载设计,重点针对长上下文、内存密集型及解码密集型任务进行优化。该芯片采用台积电(TSM)先进的N2P制程工艺制造,并集成了八个高带宽内存堆栈。微软表示,一包含96颗Maia 300加速器的机架,其Token吞吐量比前代Maia 200机架高出7倍。同时,Maia 300每兆瓦的Token生成效率预计比当前市场上领先的基于GPU的系统高出40%。据悉,前代Maia 200芯片已在Microsoft Copilot等生产环境中运行,预计在2026年底前将扩展应用至GitHub Copilot及Microsoft Foundry。微软计划自2027年起将Maia系统拓展至多吉瓦(Multi-Gigawatt)级的部署规模,全面承接其自研产品中的核心AI工作负载。市场分析认为,虽然微软在自研AI芯片规模化方面起步稍晚于竞争对手,但随着Maia 300的发布与大规模部署,微软正加速构建从芯片到云端的自研算力闭环,以显著降低对英伟达(NVDA)高价处理器的依赖并优化AI营运成本。

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