Despite projecting $1 trillion in AI chip sales at its GTC conference, Nvidia's response from Wall Street has been muted, highlighting investor concerns over an AI bubble.
Jason·
Meta has introduced four new custom MTIA AI chips designed to power its recommendation engines and Llama model fine-tuning. This strategic launch aims to reduce the company's multi-billion dollar reliance on Nvidia GPUs and improve data center efficiency. While Meta continues to buy Nvidia hardware for massive training tasks, it expects custom silicon to handle 40% of its inference load by 2027. This move highlights the accelerating trend of 'hyperscalers' becoming major players in semiconductor design.
Jason·