PodcastSemi DopedOctober 15, 2026
AI Inference Is a Data Movement Problem: Microsoft's Saurabh Dighe on Maia 300
Microsoft's Maia 300 targets 7x token throughput and 2.5x perf/watt over Maia 200 by treating inference as a data-movement problem, scaling to multi-gigawatt deployments by 2027.
- 7x throughput, 2.5x efficiency: Maia 300 delivers 7x more tokens per rack and 2.5x better performance-per-watt versus Maia 200, scaling to multi-gigawatt deployments starting 2027.
- HBM4 jump: Eight HBM4 stacks (vs six HBM3E) via chiplet design on TSMC N2P yield 18 TB/s bandwidth per chip (2.5x Maia 200) and 5x at rack scale, with flops up only ~35-37% and power up 750W to 950W.
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