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Microsoft's Next-Gen AI Chip Production Delayed to 2026, The Information Reports
- Earlier this month, The Information reported Microsoft's AI chip Braga will be delayed by six months, pushing mass production to 2026 and indicating underperformance against NVIDIA's Blackwell.
- Microsoft's AI chip project, delayed to 2026 and expected to underperform NVIDIA's Blackwell, stems from late-stage design revisions requested by OpenAI, staffing shortages, and instability during simulations.
- Microsoft's development teams saw 20% resignations, and insiders expect Braga to underperform compared to NVIDIA's Blackwell chip, which launched in late 2024.
- Nvidia CEO Jensen Huang questions rival efforts, emphasizing Microsoft's continued reliance on Nvidia GPUs for Azure AI services despite delays.
- Microsoft plans to launch chips Braga-R in 2026 and Clea in 2027, but won't rival Nvidia until at least Clea, as Google and Amazon advance their in-house chips.
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Microsoft's installation in its own hardware for artificial intelligence (IA) has suffered a great deal of weather. The development of its first IA chip of new generation faces delays, rightly due to the requirements of its...
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Coverage Details
Total News Sources21
Leaning Left2Leaning Right2Center4Last UpdatedBias Distribution50% Center
Bias Distribution
- 50% of the sources are Center
50% Center
L 25%
C 50%
R 25%
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