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Meta Plans Custom AI Silicon (MTIA 450 and 500) to Reduce Nvidia Dependence by Late 2027

Meta is advancing custom MTIA silicon, planning to deploy MTIA 450 (Arke) in H1 2027 and MTIA 500 (Astrid) by end-2027. These target efficient inference workloads with better performance-per-watt and cost than Nvidia systems. Meta partnered with Broadcom and TSMC.

Shay BoloorSB
Wall St EngineWS
2 Sources, 24d ago, first seen 24d ago

TLDR

Meta plans to deploy MTIA 450 in early 2027 and MTIA 500 during that year, aiming to lower the cost of running AI. Its expanded Broadcom partnership starts with a commitment exceeding 1 gigawatt. The chips are part of a mixed hardware strategy, and Meta says changing AI workloads can complicate designs years in development.

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2 Sources, first seen 24d ago

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Combined views

209.8K

2 Sources, first seen 24d ago

1.2K likes53 comments126 saves112 reposts

Meta plans to deploy two new generations of custom AI chips in 2027 as it tries to reduce the cost of running models across its services. Its roadmap, published March 11, schedules MTIA 450 for mass deployment in early 2027 and MTIA 500 during the same year.

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Both prioritize inference, the work a trained model does when it responds to a request. Meta says designing around that workload can be more economical than using chips built primarily for large-scale model training. The goal is to make repeated AI use cheaper at the company's scale; the roadmap does not establish a guaranteed saving for each request.

The custom hardware also depends on outside partners. Meta's expanded agreement with Broadcom covers chip design, advanced packaging and networking. In its April 14 announcement, Broadcom said the initial commitment exceeds 1 gigawatt, with plans to support MTIA generations through 2029. That figure describes a planned rollout, not capacity already operating.

Meta also uses Taiwan Semiconductor Manufacturing Co. to fabricate its processors, Reuters reported in March. The same report noted that Meta had signed agreements in February to buy tens of billions of dollars worth of chips from Nvidia and AMD. Meta describes its approach as matching different accelerators to different workloads, leaving a role for commercial chips alongside its own designs.

Making specialized hardware introduces a timing problem. Meta says chip development can take about two years, during which the AI workloads designers anticipated may change substantially. Its response is to use modular components and shorter development cycles. The MTIA 400, 450 and 500 share chassis, racks and networking infrastructure, according to the technical roadmap, so a new chip generation can fit into the same physical systems.

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2 Sources

Shay Boloor@StockSavvyShay$META plans to deploy its new in house Arke chips in H1 2027 followed by next generation Astrid chips by year end. Meta says the chips will “save money and energy” as it builds more custom compute alongside its growing AI infrastructure.24d
Wall St Engine@wallstengine$META TO ROLL OUT TWO NEW IN-HOUSE AI CHIPS IN 2027, PLANS 1GW+ OF CUSTOM SILICON CAPACITY Meta plans to begin deploying its new MTIA 450 chip, code-named Arke, across data centers in the first half of 2027, as it pushes to reduce the cost and energy required to run AI models. The next-generation MTIA 500, code-named Astrid, is expected to finish design work in roughly a month and enter data centers by the end of 2027. Meta expects Astrid to be deployed even more broadly than Arke. Meta is working with Broadcom $AVGO on chip design and TSMC on manufacturing. The company has already committed to more than 1 gigawatt of capacity using its custom chips over a 12-month period and expects deployment to accelerate after that. Meta received its first 12 Arke chips from TSMC on Sept. 1. Early testing showed performance within 2% to 3% of simulations, and the chips were able to run models from Meta, DeepSeek and Alibaba on the first day. The chips are designed primarily as general-purpose inference “workhorses,” rather than for the fastest latency-sensitive workloads. Meta says its close coordination between its AI teams and chip designers allows the hardware to deliver better performance per watt and per dollar for its own workloads than current NVIDIA systems. Meta also canceled a previously planned chip called Olympus, which was intended to handle both AI training and inference, after determining that such a design could cost roughly 30% more. The company is instead concentrating its custom silicon roadmap on lower-cost inference at gigawatt scale. After Astrid, Meta plans to focus future generations on higher speed and throughput, including using fiber-optic technologies to improve performance. Source: Bloomberg24d
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    2 Sources

    Shay Boloor@StockSavvyShay$META plans to deploy its new in house Arke chips in H1 2027 followed by next generation Astrid chips by year end. Meta says the chips will “save money and energy” as it builds more custom compute alongside its growing AI infrastructure.24d
    Wall St Engine@wallstengine$META TO ROLL OUT TWO NEW IN-HOUSE AI CHIPS IN 2027, PLANS 1GW+ OF CUSTOM SILICON CAPACITY Meta plans to begin deploying its new MTIA 450 chip, code-named Arke, across data centers in the first half of 2027, as it pushes to reduce the cost and energy required to run AI models. The next-generation MTIA 500, code-named Astrid, is expected to finish design work in roughly a month and enter data centers by the end of 2027. Meta expects Astrid to be deployed even more broadly than Arke. Meta is working with Broadcom $AVGO on chip design and TSMC on manufacturing. The company has already committed to more than 1 gigawatt of capacity using its custom chips over a 12-month period and expects deployment to accelerate after that. Meta received its first 12 Arke chips from TSMC on Sept. 1. Early testing showed performance within 2% to 3% of simulations, and the chips were able to run models from Meta, DeepSeek and Alibaba on the first day. The chips are designed primarily as general-purpose inference “workhorses,” rather than for the fastest latency-sensitive workloads. Meta says its close coordination between its AI teams and chip designers allows the hardware to deliver better performance per watt and per dollar for its own workloads than current NVIDIA systems. Meta also canceled a previously planned chip called Olympus, which was intended to handle both AI training and inference, after determining that such a design could cost roughly 30% more. The company is instead concentrating its custom silicon roadmap on lower-cost inference at gigawatt scale. After Astrid, Meta plans to focus future generations on higher speed and throughput, including using fiber-optic technologies to improve performance. Source: Bloomberg24d
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