Meta Is Ready to Rock Nvidia’s Boat With Its In-House AI Chip

The adage goes, “your arbitrage is my opportunity,” and could be used to sum up Meta’s push into building an in-house chip for AI training tasks. Reuters reports the company recently began a small deployment of the chips after successfully building them in a test with Taiwan’s TSMC (sorry Intel). Meta is already using its chips for inference or tailoring content to specific users after the AI model has already been developed and trained. It wants to use them for training models by 2026. From the article: The push to develop in-house chips is part of a long-term plan at Meta to bring down its mammoth infrastructure costs as the company places expensive bets on AI tools to drive growth. Meta, which also owns Instagram and WhatsApp, has forecast total 2025 expenses of $114 billion to $119 billion, including up to $65 billion in capital expenditure largely driven by spending on AI infrastructure. One of the sources said Meta’s new training chip is a dedicated accelerator, meaning it is d ... Read full article.