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Microsoft to rely more on homegrown AI chips, reducing dependence on Nvidia
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Microsoft will ramp up use of its homegrown artificial intelligence chips after years of reliance on Nvidia's graphics processing units, as the software giant attempts to bolster its AI stack.
Key facts
- Microsoft introduced its inaugural AI chip, the Maia 100, in 2023
- Its Microsoft 365 Copilot and GitHub Copilot offer AI-powered services to software engineers and other office workers
- Microsoft is targeting multi-gigawatt deployments of chips in the Maia family, according to a blog post from Executive Vice President Scott Guthrie
- Starting with its third-generation Maia AI accelerator, unveiled on Monday, Microsoft said it will mainly rely on its own silicon to handle incoming requests
Summary
Starting with its third-generation Maia AI accelerator, unveiled on Monday, Microsoft said it will mainly rely on its own silicon to handle incoming requests. Microsoft's greatest strength in AI has been its Azure cloud, which runs a series of models for clients. The emerging opportunity in chips stems from unrelenting demand for advanced processors and a desire in the market for choice. But as demand keeps growing, the model leaders have embraced a variety of silicon from companies including Amazon, Advanced Micro Devices, Cerebras, Google and, in recent months, Microsoft.