
Meta is set to begin manufacturing its AI-specific chip in September, reducing reliance on Nvidia and AMD GPUs, and is collaborating with Broadcom and TSMC. The chip, part of the MTIA program, includes components like RAM, storage, and fiber-optic equipment, and is designed to support AI tasks such as training and inference. The company aims to save on GPU costs by using its own chips, while still relying on other providers for AI workloads. Other companies are also developing their own AI chips, and Meta has secured significant investments in AI infrastructure.
Microsoft is simplifying Copilot by combining its consumer and business apps, and dropping AI-generated podcasts, Group Chats, Deep Research, and its Mico character.

Nvidia has a plan to make sure its GPUs won't lose value. It wants to convince a new crop of financiers to keep lending for AI buildouts.

The tech giant has considered a nine-figure budget for the payments, according to the WSJ.
