Microsoft Plans Maia 300 AI Chip for 2027, Targets 300K+ Units and External Sales
MSFT sits 42% above its 52-week low of $349.2 on light trading volume (0.4× avg).
Summary
Microsoft is planning its Maia 300 AI chip for 2027, seeking TSMC capacity for over 300,000 units with a long-term target exceeding 1 million. The company may also sell these chips to external customers like Anthropic, marking a shift from internal-only use. This follows Microsoft's massive AI infrastructure push, with FY26 capex nearly doubling to $115.9B and Azure growing 41%. Separately, Binance will credit MSFTB token holders with reinvested Microsoft dividends on August 20, pausing conversions on August 19. The chip plan signals deeper vertical integration in AI hardware, potentially reducing reliance on Nvidia and opening a new revenue stream.
At the time of this announcement, MSFT was trading at $495.25 on NASDAQ in the Technology sector, with a market capitalization of approximately $3.7T. The 52-week trading range was $349.20 to $553.72. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Wiseek News.