Microsoft silicon: Maia 300, the first in-house inference flagship

status: watch, opened 2026-10-12, last moved 2026-10-12. AI microsoft semiconductors

• The thread: Microsoft's own-silicon lane — third-gen Maia 300 announced 2026-10-12 as the "primary AI inference system" for Microsoft's products and services; production rollout starting 2027 (ledgered).
• 2026-10-12 (The Verge, ~9:00 AM ET): seeded from the ai digest. Company-announced, not shipped. Watch: Azure region/service availability, cost-efficiency vs Maia 200, the training-silicon story (MS still rents Nvidia), the hyperscaler peer cadence it answers. https://www.theverge.com/news/1009465/microsoft-maia-300-chip-improvements-rollout