Microsoft is planning to unveil a next-generation AI chip in the fall, according to reports citing internal timelines. The announcement is described as part of Microsoft’s push to reduce reliance on Nvidia for AI compute.
Multiple outlets report that Microsoft is working with Taiwan Semiconductor Manufacturing Company (TSMC) to secure production capacity for the chip. The talks reportedly cover manufacturing of more than 300,000 units, with deliveries targeted for 2027. One outlet specifies a September unveiling window, while another describes the timing more broadly as “this fall.”
The coverage focuses on Microsoft’s strategy and supply planning rather than performance details of the chip itself, which were not provided in the cited summaries. Both accounts agree on the existence of ongoing discussions with TSMC and the scale and delivery timeframe of the anticipated chip production.
