[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio98c77d72":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio98c77d72","微软(MSFT)加码自研AI芯片：Maia-300今秋亮相-寻求台积电(TSM)产能支持","\u002Fdoc\u002Fdcio98c77d72","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，据媒体周一援引知情人士报道，微软(MSFT)正计划“大幅”提高下一代自研人工智能芯片的产量，并已与台积电(TSM)就获取更多制造产能展开磋商。随着AI基础设施投入持续扩张，微软正加快自研芯片布局，以降低对英伟达(NVDA)GPU的依赖，并缩小与亚马逊(AMZN)、谷歌(GOOGL)在定制AI芯片领域的差距。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>报道称，微软正与台积电讨论为其锁定足以生产超过30万颗下一代AI芯片的产能，这批芯片计划于2027年交付。与此同时，微软准备在今年秋季正式发布新一代Maia 300 AI芯片。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>微软一名经理拒绝就具体生产计划发表评论，但表示，从长期来看，公司目标是将Maia系列芯片的部署规模扩大至吉瓦(GW)级别，显示微软对自研AI加速器的投入正明显提速。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>自研芯片布局提速 Maia 300计划今秋发布\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>微软进入自研AI芯片领域的时间晚于主要云计算竞争对手。亚马逊和谷歌多年前便开始设计专用AI芯片，目前相关产品已经大规模应用于AI训练及推理服务。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>相比之下，微软Maia产品线仍被市场普遍认为成熟度落后于竞争对手。微软今年早些时候开始部署第二代AI加速器Maia 200，如今又准备推出Maia 300，并计划显著提高后者产量，意味着公司正试图加快追赶步伐。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>目前，大型AI开发商对云服务商自研芯片的采用规模已经迅速扩大。例如，Anthropic已经分别与亚马逊和谷歌达成协议，将使用100万颗亚马逊Trainium芯片以及谷歌TPU加速器。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>微软、亚马逊和谷歌推动自研AI芯片的核心目标基本一致，即打造能够大规模部署于数据中心的定制计算平台，在满足自身AI业务需求的同时，为云计算客户提供成本更低、效率更高的算力选择。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>英伟达GPU价格高企且供应紧张 云巨头加快寻找替代方案\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AI算力需求持续激增，使先进GPU成为全球科技行业争夺的关键资源。英伟达目前仍主导AI加速器市场，但其高端芯片价格高昂且供应长期紧张，促使微软等超大规模云服务商加速开发替代性计算方案。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>对于微软而言，自研Maia芯片不仅有助于增加AI算力供应来源，也有望降低Azure数据中心运行AI模型的成本，并减少对单一外部芯片供应商的依赖。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这一趋势也意味着，AI芯片市场的竞争正在从单纯围绕通用GPU展开，逐渐扩展至由英伟达GPU、云计算巨头自研ASIC以及其他专用AI加速器共同组成的多元化计算体系。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>尽管微软目前在自研AI芯片领域仍落后于亚马逊和谷歌，但如果公司最终能够实现吉瓦级Maia芯片部署，其自研加速器在Azure AI基础设施中的重要性有望明显提升。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>受相关消息影响，截至发稿，微软股价上涨超2%，报510.95美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FM\u002FMSFT\u002FMSFT.jpg","2026-08-11T19:59:50","2026.08.11","2026\u002F08\u002F11",51542,[22],"MSFT","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]