Digital Economy

Microsoft: Maia 200 goes into production; the new Maia 300 chips are due in 2027

From next year, Maia will become the main inference system for Microsoft products, with installations on a multi-gigawatt scale. The aim is to handle more requests using the same amount of energy and to control a larger proportion of the costs associated with Copilot and the agents.

4' min read

Translated by AI
Versione italiana

4' min read

Translated by AI
Versione italiana

Microsoft has announced that, from 2027, it will scale up deployments of its Azure Maia family of chips to a multi-gigawatt scale, making it the primary inference system for its products and services. The aim is to reduce the cost of the operations that Copilot performs every time it summarises a meeting, suggests a line of code or reads a document. To respond, the model must be run, data must be moved and memory must be populated: across millions of requests, the efficiency of these operations has a significant impact on the cost of artificial intelligence.

What is Maia and what is inference used for?

Let’s put it this way: every time Copilot summarises a meeting, suggests a line of code or reads a document, Microsoft incurs a cost. The model has to be run, data has to be moved, and memory has to be allocated. With millions of requests, these operations become a matter of industrial scale. Inference is the work that a pre-trained model carries out to respond to a request. During training, it acquires the capabilities it then uses in its interactions with users. With agents, the cost can rise: to carry out a task, a system may query the model several times, use external tools, examine the results and correct its course. A single request can therefore involve numerous processing steps. Essentially, the new Azure Maia plan addresses this aspect of the artificial intelligence bill. According to Microsoft, it runs Microsoft 365 Copilot’s production workloads and supports the Microsoft AI team in model development. GitHub Copilot and Microsoft Foundry will follow by the end of the year. The hardware runs OpenAI models, internal MAI models and open-source families. The programme has moved beyond the demonstration phase and has become part of the services from which the company must generate revenue and margins. This is why it is so important for Microsoft’s finances and for the AI market.

Loading...

What is the Maia 300 like?

Microsoft presents it as a comprehensive system, developed in tandem with the software, memory and networks. The reason is straightforward: during inference – particularly when generating responses and when the model has to handle long contexts – the computing units may end up waiting for data. Being able to perform multiple operations is of little use if the information arrives too slowly.

Maia 300 aims to reduce these delays. The software determines where to store data and how to transfer it between memory units, processing units and accelerators. A local on-chip memory keeps the information close to the units that use it, reducing traffic to the main memory. In this way, a greater proportion of the energy can be allocated to processing.

The published specifications outline the design’s dimensions: eight stacks of HBM4 memory, with a total peak bandwidth of 18 terabytes per second and a TDP of 950 watts per accelerator. Computing, memory control and interconnects are distributed across several chiplets – small integrated components housed within the same package. Those dedicated to computation will be manufactured using TSMC’s N2P process.

Long conversations also pose a memory capacity problem. The models store intermediate results in what is known as the KV cache, to avoid having to recalculate them with every new token. The space required increases with the length of the context and the number of concurrent requests. Maia 300 supports reduced-precision numeric formats, including an advanced version of MXFP4, to limit memory usage and data transfer. The actual benefit will also depend on the quality of the responses that the models are able to maintain with these optimisations.

The project covers the entire rack – the cabinet that houses the equipment. A Maia 300 rack will house 96 accelerators, 27.6 terabytes of HBM memory and an aggregate bandwidth of approximately 1.7 petabytes per second, within a power budget of 167 kilowatts. Ethernet-based connections will enable multiple racks to be linked and model processing to be distributed across the accelerators.

Microsoft claims 40 per cent more tokens per megawatt than leading GPU-based systems and, in its full configuration, a processing capacity up to seven times that of a Maia 200 rack. However, the material provided does not identify the reference GPUs nor does it describe all the conditions under which the measurements were taken. Furthermore, the second comparison relates to an entire rack: it does not demonstrate an equivalent improvement per chip or per watt. For the Maia 200, the company already claims up to 1.7 times the tokens per watt compared to leading GPU infrastructures, for certain features of its services.

And what about the competitors?

Microsoft’s move was inevitable. Google develops its own TPUs, with the Ironwood generation designed to support inference even for the most demanding models. Amazon offers the Inferentia accelerators on AWS, dedicated to inference, and Trainium, used for both training and running models. In both cases, the cloud also becomes the channel through which proprietary silicon is made available to customers. Nvidia is responding with systems such as Blackwell Ultra, which integrate GPUs and high-speed rack-level connections, also designed for reasoning and agents. The competition therefore encompasses the entire system: chips, memory, networks and software. For Microsoft, Maia is a tool to control the cost of its AI services more directly. As mentioned, this is a necessary move.

Copyright reserved ©
  • Luca Tremolada

    Luca TremoladaGiornalista

    Luogo: Milano via Monte Rosa 91

    Lingue parlate: Inglese, Francese

    Argomenti: Tecnologia, scienza, finanza, startup, dati

    Premi: Premio Gabriele Lanfredini sull’informazione; Premio giornalistico State Street, categoria "Innovation"; DStars 2019, categoria journalism

Loading...

Brand connect

Loading...

Newsletter

Notizie e approfondimenti sugli avvenimenti politici, economici e finanziari.

Iscriviti