Meta의 자체 AI 칩, 9월 출시 — 드디어 Nvidia 의존도를 줄일 수 있을까?
meta는 GPU 비용을 절감하고 $145b 규모의 capex 예산을 관리하기 위해 9월부터 mtia 칩 생산을 시작합니다. 하드웨어를 자체 조달하려는 이번 움직임은 AI 모델 구동을 위한 nvidia 전면 의존에서 벗어나는 전환을 시사합니다.
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.