Meta's Silicon Sovereignty: MTIA 300 through 500, the Broadcom 1 Gigawatt Partnership Through 2029, and the Inference Economics Shift Away From Nvidia - April 22, 2026

Meta's Silicon Sovereignty: MTIA 300 through 500, the Broadcom 1 Gigawatt Partnership Through 2029, and the Inference Economics Shift Away From Nvidia - April 22, 2026 Meta and Broadcom have extended their partnership to co-develop four new generations of MTIA custom AI chips with an initial one gigawatt commitment and a multi-gigawatt roadmap running through 2029. We unpack how workload segmentation is pushing inference off Nvidia, why the six-month silicon cadence matters, and what it mean...