Metaの独自AIチップが9月に稼働開始 —— Nvidia依存からの脱却を果たせるか？
Metaは9月にMTIAチップの量産を開始し、GPUコストを削減、1,450億ドルの設備投資予算を管理する。ハードウェアの内製化というこの動きは、AIモデルの稼働をNvidiaに全面的に依存する体制からの転換を示すものだ。
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.