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微软发布最新AI芯片,股价短线拉升,或降低对英伟达的依赖

老虎资讯2026年1月27日 00:56
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微软 :推出MAIA 200芯片,这是一款基于台积电3纳米工艺打造的AI推理加速器。MAIA 200 将服务于多种人工智能模型,包括来自OpenAI的最新 GPT-5.2 模型。

消息公布后,微软股价短线拉升。

据报道,微软宣布推出其下一代人工智能芯片,该产品有望成为英伟达主流处理器的潜在替代方案,同时也将与云计算竞争对手亚马逊和谷歌的相关产品展开竞争。

这款名为 Maia 200 的芯片,距离微软首次披露其自研AI芯片 Maia 100 已过去两年。此前,Maia 100 从未向云客户开放租用。微软云与AI执行副总裁 Scott Guthrie 周一在一篇博客文章中表示,针对新一代芯片,微软未来将提供“更广泛的客户可用性”。

Guthrie 称,Maia 200 是“微软迄今部署过的效率最高的推理系统”。开发者、学术研究人员、AI实验室以及参与开源AI模型建设的人员,均可申请软件开发工具包(SDK)的预览版本。

微软表示,其由 Mustafa Suleyman 领导的超级智能团队将使用这款新芯片。此外,面向商业用户的 Microsoft 365 Copilot 附加组件,以及用于在AI模型之上进行开发的 Microsoft Foundry 服务,也将采用 Maia 200。

随着生成式AI模型开发者(如 Anthropic 和 OpenAI)以及基于主流模型构建AI智能体和相关产品的企业需求激增,云服务提供商正面临算力需求迅速上升的压力。与此同时,数据中心运营商和基础设施供应商也在努力提升计算能力的同时,控制能源消耗水平。

微软目前正在为其美国中部地区的数据中心部署 Maia 200 芯片,随后该芯片也将进入美国西部3区,未来还将推广至更多地区。

该芯片采用台积电的 3 纳米制程工艺。每台服务器内集成四颗 Maia 200 芯片,并通过以太网互联,而非采用 InfiniBand 标准。英伟达在2020年收购 Mellanox 后,开始销售基于 InfiniBand 的交换机产品。

Guthrie 表示,在相同价格水平下,Maia 200 的性能较同类替代方案高出30%。微软称,每颗 Maia 200 芯片所搭载的高带宽内存容量,均高于亚马逊云服务(AWS)的第三代 Trainium AI 芯片,以及谷歌第七代张量处理单元(TPU)。

通过将多达 6,144 颗 Maia 200 芯片进行互联,微软能够实现更高的整体性能,同时降低能耗和总体拥有成本,Guthrie 写道。

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