From Nasdaq: 2025-02-18 07:00:00

Meta Platforms (NASDAQ: META) is planning to spend up to $65 billion on AI infrastructure in 2025, a 65% increase from last year. The company’s focus on AI includes working with Nvidia, AMD, and Broadcom to design custom inferencing chips. Meta’s potential acquisition of FuriosaAI, a Korean chip start-up, could impact Nvidia’s dominance in the GPU market.

Meta’s development of the Meta Training and Inference Accelerator (MTIA) chip could potentially challenge Nvidia’s position in the GPU market. However, it’s unlikely that Meta’s chip surpasses Nvidia’s sophistication in just one year. Even if Meta acquires FuriosaAI, integration and product development would take time. The competition could lead to more innovation in the GPU landscape.

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