微软计划 2027 年起将自研 Maia AI 芯片扩展至多吉瓦级部署，承接全产品线推理
Microsoft plans to scale its own Maia AI chips to gigawatt levels by 2027
- 1微软计划从 2027 年起以多吉瓦规模部署自研 Maia 芯片，使其成为全线产品的主要推理系统
- 2Maia 200 已在美国、欧洲和澳大利亚支撑 Microsoft Copilot，年底扩展到 GitHub Copilot 和 Foundry
- 3微软官方称 Maia 200 在 Teams 场景每瓦 token 产出最高达领先 GPU 的 1.7 倍，暂无独立验证
- 4Maia 300 定于 2027 年出货，官方称每兆瓦 token 产出较领先 GPU 系统高 40%，96 芯片机架产出最高为 Maia 200 机架的 7 倍
微软把全线产品的推理负载押到自研 Maia 芯片上，意图在吉瓦级规模下掌握算力成本与供应主动权。
- 影响：Copilot 等微软产品与 Azure 推理底层会逐步换用自研芯片，依赖这些服务的企业面对的性能与成本结构随之变化；文中所有效率倍数均为微软官方口径，选型测算不宜直接采信。
- 参考：用 Azure 推理或 Copilot 的企业可先盘点现有负载的硬件与生态依赖，待 Maia 相关能力开放后用自有场景跑对比测试；也可把 11 月 Ignite 2026 的技术细节作为评估节点。
- 依据：部署计划与 1.7 倍每瓦、40% 每兆瓦等数据均出自微软官方博客和高管表态，暂无独立验证；内容经 The Decoder 转述，更多技术信息定于 Ignite 2026 公布。
Oct 12, 2026
Microsoft
Microsoft plans to deploy its Azure Maia AI chips at multi-gigawatt scale starting in 2027. They'll become the company's main inference system across its products, executive Scott Guthrie writes. Maia 200 already runs Microsoft Copilot in the US, Europe, and Australia. GitHub Copilot and Foundry follow by year's end. CEO Satya Nadella calls it "our biggest bet yet on our own silicon." The chip handles OpenAI, MAI, and open-source models, and Microsoft says it pushes up to 1.7 times more tokens per watt than leading GPUs in Teams.
Its successor, Maia 300, ships in 2027 and targets long inputs, fast chats, and agentic tasks. Microsoft claims 40 percent more tokens per megawatt than leading GPU systems. A 96-chip rack should produce up to seven times the tokens of a Maia 200 rack. The technical report covers the details, with more coming in November at Ignite 2026.
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来源：The Decoder：AI News · the-decoder.com