Meta’s custom AI chips go live in Sept — can it finally cut Nvidia dependence?
meta starts production of its mtia chips in september to lower gpu costs and manage a $145b capex budget. this move to insource hardware signals a shift away from total reliance on nvidia to power its ai models.
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.