Anthropic in Early Talks to Rent Microsoft's Custom Maia 200 AI Chips

CNBC·medium signal

CNBC and Bloomberg report Anthropic is in early talks to rent Microsoft's second-generation Maia 200 chips, built on TSMC's 3nm process and designed for inference workloads. CEO Dario Amodei recently said the company has had 'difficulties with compute.' A deal would represent Anthropic's third custom silicon partnership — alongside AWS Trainium (10-year, $100B+ deal) and Google TPUs — and would be a win for Microsoft, which trails AWS and Google in supplying AI-specific chips to customers.