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Technology Jun 28, 2025

Microsoft's AI chip production postponed to 2026

Microsoft's much-hyped Maia AI chip won't roll out until 2026, about six months later than planned.
The holdup comes from last-minute design tweaks and staff turnover.
To make things trickier, the upcoming Braga chip is expected to lag behind NVIDIA's latest, so boosting Microsoft's data center power isn't getting any easier.

TL;DR

Microsoft is playing catch-up with Amazon and Google

This delay means Microsoft is playing catch-up with Amazon and Google, who are already moving fast with their own custom chips.
Google has several versions of its Tensor Processing Units out there, and Amazon is prepping its new Trainium3 chip for launch this year.
For Microsoft, getting Maia ready is key to cutting reliance on NVIDIA—and keeping up in the cloud game.