Meta 的定制 AI 芯片将于 9 月上线——它能否最终摆脱对 Nvidia 的依赖？
meta 于 9 月开始生产其 mtia 芯片，以降低 gpu 成本并管理 1450 亿美元的资本支出预算。这一将硬件内部化的举措标志着其致力于减少对 nvidia 的完全依赖，为其 ai 模型提供动力。
meta is ramping up production of its custom mtia chips this september, utilizing a modular design of chiplets developed with broadcom and manufactured by tsmc. these chips are slated for training ranking models and running inference, specifically targeting workloads that do not require the heavy lifting of training large foundation models. this initiative is a direct response to soaring capital expenditures, forecasted between $125 billion and $145 billion, as meta races to deploy 7 gigawatts of compute for its ai efforts. by bringing chip design in-house, meta follows amazon and google in attempting to reduce dependency on nvidia, though it will continue to spend billions on external gpu suppliers.