Microsoft Azure - 세계의 AI, 컴퓨팅, 데이터 및 양자 프로세서 전개 분석

Microsoft Azure Global AI, Compute, Data, and Quantum Processor Deployment Analysis

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한글목차

이 보고서는 Maia 100 및 Maia 200용으로 배포 및 도입된 Microsoft Azure의 Microsoft AI Accelerator(MAIA) 반도체 ASIC, Cobalt 100, Cobalt 200 CPU, Boost DPU, Majorana 1 QPU에 대한 종합적인 분석을 제공합니다.

특징

ASIC 전개 현황

• 지역별
  • 북미
  • 라틴아메리카
  • 유럽
  • 중동
  • 아프리카
  • 아시아태평양
• 각 지역 내 국가별(총 24개국)
• 해당되는 경우, 각 지역 내 도시/주별
• ASIC 제품 유형별 및 지역별
  • Maia 100
  • Cobalt 100
  • Cobalt 200
  • Boost
  • Majorana 1

목차

• 조사 개요
• 조사 방법
• 배경
• 주요 요약
• 결론
• Microsoft AI Accelerator(MAIA) 프로세서 분석
• Maia200 2026년 2월 발매
• MICROSOFT AZURE COBALT 컴퓨팅 프로세서 유닛(CPU) 분석
• MICROSOFT AZURE BOOST 데이터 프로세서 유닛(DPU) 분석
• MICROSOFT AZURE MAJORANA 1 양자 프로세서 유닛(QPU) 분석

KSM

영문 목차

영문목차

This report provides a comprehensive analysis of deployed and installed Microsoft Azure's Microsoft AI Accelerator (MAIA) semiconductor ASICs for the Maia 100 and Maia 200 as well as the Cobalt 100, Cobalt 200 CPUs, the Boost DPUs, and the Majorana 1 QPUs.

Features

ASIC Deployments

• By geographic region
  • North America
  • Latin America
  • Europe
  • The Middle East
  • Africa
  • Asia Pacific
• By Country in each geographic region (24 in total)
• By City/State within each geographic region where applicable
• By ASIC Product Type and by geographic region
  • Maia 100
  • Cobalt 100
  • Cobalt 200
  • Boost
  • Majorana 1

TABLE OF CONTENTS

• RESEARCH BRIEF
• Methodology
• Background
• EXECUTIVE SUMMARY
• Conclusion
• MICROSOFT AI ACCELERATOR (MAIA) PROCESSOR ANALYSIS
• Maia 200 Released in February 2026
• MICROSOFT AZURE COBALT COMPUTE PROCESSOR UNIT (CPU) ANALYSIS
• MICROSOFT AZURE BOOST DATA PROCESSOR UNIT (DPU) ANALYSIS
• MICROSOFT AZURE MAJORANA 1 QUANTUM PROCESSOR UNIT (QPU) ANALYSIS

TABLES

• Table 1: Microsoft Azure Maia Processor Specifications by Generation
• Table 2: Microsoft Azure Maia 100 Processors Installed by Geographic Location
• Table 3: Microsoft Azure Cobalt Processor Specifications by Generation
• Table 4: Microsoft Azure Cobalt 100 VM Server Deployments by Data Center
• Table 5: Microsoft Azure Cobalt 200 VM Server Deployments by Data Center
• Table 6: Microsoft Azure Boost Data Processor Specifications
• Table 7: Microsoft Azure Majorana 1 QPU Deployments by Country/Region

EXHIBITS

• Exhibit 1: Global Microsoft Azure Maia Processors Installed by Generation
• Exhibit 2: Global Microsoft Azure Cobalt CPUs Installed by Generation
• Exhibit 3: Global Microsoft Azure Majorana 1 QPUs Installed by Region
• Exhibit 4: Microsoft Azure Maia 100 (Left) and Maia 200 (Right) Package Type
• Exhibit 5: Global Microsoft Azure Maia 100 Processors Installed by Geographic Location
• Exhibit 6: Microsoft Azure Cobalt 100 (Left) and Cobalt 200 (Right) Package Type
• Exhibit 7: Microsoft Azure Quincy Washington Data Center with Cobalt 100 VMs Server Racks
• Exhibit 8: Microsoft Azure Cobalt 200 Server Tray with Heatsinks
• Exhibit 9: Microsoft Azure Cobalt 200 Server Tray without Heatsink (on right)
• Exhibit 10: Microsoft Azure Cobalt 200 Server Tray without Package Lids
• Exhibit 11: Microsoft Azure Boost DPU Package Type
• Exhibit 12: Microsoft Azure Boost DPU Capabilities and Power Consumption Comparison
• Exhibit 13: Microsoft Azure Boost Module
• Exhibit 14: Microsoft Azure Majorana 1 Quantum Processor Module (Left) and 4x2 Tetron Array (Right)
• Exhibit 15: Installation of Majorana 1 QPU Module into Dilution Refrigerator
• Exhibit 16: Microsoft Azure Majorana 1 QPU Deployments by Country
• Exhibit 17: Microsoft Azure Majorana 1 QPU Deployments in the United States

관련자료