Ambition cannot beat reality! Microsoft's self-developed AI chips were forced to postpone due to poor performance!
Microsoft's self-developed AI chip project has encountered major challenges. Its chip production plan, code-named "Braga", has been postponed to 2026, at least six months later than the original time, and its performance may not meet expectations.
It is understood that Braga chips were originally planned to be put into mass production by the end of 2025, but due to repeated design modifications and overspending R&D costs, the project progress was severely lagging. Internal sources revealed that the chip encountered a number of technical bottlenecks during its development process, including stability issues caused by new functions to meet the needs of partners, and a personnel turnover rate of up to 20% for the core team.
Performance test data shows that Braga chips are not as good as NVIDIA's Blackwell architecture solution, which means that even if they are finally launched, their competitiveness will be greatly reduced. Nvidia still dominates the AI chip market, but technology giants such as Microsoft, Google and Amazon are accelerating their own development process in an effort to reduce their dependence on their products.
In this regard, Nvidia CEO Huang Renxun publicly questioned the strategic value of the company's self-developed chips. He pointed out: "If it is so easy to build AI chips, my goodness, I don't know why I still have to work so hard."
In addition to Braga, Microsoft's chip roadmap also includes the Braga-R planned to be launched in 2026 and the Clea, which will be released in 2027. However, the delay in the Braga project has brought doubts about these chips.
