Meta MTIA chips start mass production in September, 7GW by end of year
Meta starts mass producing their MTIA AI chips in September 2026. They’re co-developed with Broadcom and produced by TSMC. These chips will provide 7GW of compute by the end of 2026 and 14GW by 2027. Total annual capex: $125–145B.
Meta starts mass producing their MTIA AI chips in September 2026. Their prototype finished testing after about 6 weeks. They were developed in conjunction with Broadcom and produced by TSMC. By the end of 2026, they plan to have 7 GW of compute deployed. By 2027, that will double to 14 GW. All this at a total annual capex of $125–145B.
The world’s biggest social network going proprietary on their AI chips changes the landscape for the entire AI chip industry. It reduces reliance on Nvidia & AMD, and gives them more control over inference costs. Google & Apple did it before, now it’s Meta’s turn.
Source: techcrunch.com
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Author
Evgenii Arsentev
PhD · Chief Executive Officer, digital health
Articles · Latest articles