微软自研芯片，凉了？

Core Viewpoint - Microsoft has delayed the launch of its first self-developed AI chip, Braga, by six months, which raises concerns about its competitiveness against Nvidia's Blackwell chip, expected to be released in 2026 [1][2][3] Group 1: Chip Development Delays - The Braga chip's development has taken longer than anticipated, pushing mass production to next year and widening the performance gap with Nvidia's Blackwell chip [1] - Internal sources indicate that the delay is due to unforeseen design changes, staffing issues, and high turnover rates [1][3] Group 2: Competitive Landscape - Despite Nvidia's dominance, companies like Microsoft, Google, and Amazon are developing their own chips to reduce reliance on Nvidia [2] - Nvidia's CEO Jensen Huang expressed skepticism about the viability of self-developed ASICs, questioning their advantages over commercially available options [2] Group 3: Future Chip Plans - Microsoft is reportedly working on three additional chips named Braga-R and Clea, scheduled for deployment in 2026 and 2027, respectively [3] - The delay of Braga raises doubts about Microsoft's ability to meet its ambitious release schedule for these chips [3] - A chip intended for AI model training was reportedly canceled, indicating potential setbacks in Microsoft's AI hardware strategy [3]