Meta’s New AI Chips Enter Production in September

Meta is racing to reduce its dependence on Nvidia GPUs by pushing its own AI chips into production this September.

The company is spending aggressively on compute infrastructure, with capital expenditures estimated between $125 billion and $145 billion this year, much of it directed at AI.

The tension is clear: demand for compute is exploding, GPU supply is constrained and expensive, and every hyperscaler is looking for ways to gain leverage over Nvidia’s pricing and allocation.

Meta’s MTIA program (Meta Training and Inference Accelerator) represents a deliberate attempt to reclaim control over its AI hardware stack.