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Microsoft plans to unveil next-gen AI chip in September: report
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Fusion42 · 23 August 2026 · Fusion42 review
Microsoft plans to unveil its next-generation Maia 300 AI chip in September and has secured talks with TSMC to produce over 300,000 units for delivery in 2027, aiming to reduce reliance on Nvidia processors.
This Wire brief sits within Fusion42's coverage of AI & ML, and 5 sources have reported it between 10 Aug 2026 and 17 Aug 2026.
◆ ◆ The Wire takeaway
Microsoft's ramp-up in AI chip production opens a supply gap for chip suppliers and a chance to partner with major cloud providers adopting Maia 300. If you make components or services around AI chips, this reveals a new buying cycle starting now.
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5 sources · first reported 10 Aug 2026 · latest 17 Aug 2026
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