Mtia

If you’ve been waiting for the AI hardware story to stop being “Nvidia, Nvidia, and also Nvidia,” circle April 14, 2026. That’s when Meta and Broadcom went public with an expanded partnership to co-design multiple generations of Meta’s MTIA accelerators through 2029, anchored by a 1-gigawatt initial deployment and a path to multiple gigawatts after that. The headline spec: the first AI silicon built on TSMC’s 2nm process. This isn’t a routine vendor press release. It’s the loudest signal yet that the era of hyperscalers handing blank checks to Jensen is ending. ...

Meta just did something that should make Jensen Huang lose sleep. The company announced four new custom AI chips — the MTIA 300, 400, 450, and 500 — all shipping by late 2027. One is already in production. The rest arrive every six months. Six months. Most chip development cycles take one to two years. Meta is moving at double speed, and the message couldn’t be louder: total Nvidia dependence is over. ...