Meta is piloting its own AI training chip in a small deployment, aiming to cut reliance on Nvidia GPUs. Developed in partnership with TSMC, the chip is designed for AI-specific workloads and could scale up if successful.
✅ AI Training Focus – Unlike previous Meta chips, this one is built for training AI models.
✅ Cutting Costs – Meta plans to spend $65B on capex this year, much of it on Nvidia GPUs—own chips could save billions.
✅ Mixed Track Record – Previous in-house chip projects failed, but this move signals a fresh push toward self-sufficiency.
If successful, Meta could reshape AI infrastructure and reduce dependence on external chipmakers.