Meta Just Dropped Four Custom AI Chips — And Nvidia Should Be Nervous
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. ...