Meta Declares Independence in AI Chips? Accelerating In-House Development and Shifting Away from NVIDIA Reliance
We were truly intrigued by the news of Meta's management's deep considerations regarding AI chip development! 😮 Especially the situation where, despite their in-house chip development efforts, they haven't been able to completely break away from NVIDIA's dependence. The attempt to bring about a change in this trend through the acquisition of chip startup 'Rivos' is particularly noteworthy. Will Meta's AI chip strategy be successful?
Hello everyone! Today, I have some exciting IT news to share with you: it's about Meta's AI chip development strategy. I found this news quite fascinating myself. ✨
As the competition in AI technology intensifies, it's no exaggeration to say that chips have become a 'core competitive advantage' for IT companies. Meta is also investing considerable effort into developing its own AI chips, but there are reports of internal disappointment regarding the speed and outcomes.
In-House Chip Development and the Dilemma of NVIDIA Dependence
Meta is already pursuing its own AI chip project called the 'Meta Training and Inference Accelerator (MTIA)'. However, like other hyperscale IT companies, they are still spending enormous amounts of money to purchase NVIDIA's GPUs. As their AI ambitions grow, this dependence can only become a greater burden. 😥
Acquiring 'Rivos'? Paving a New Breakthrough!
In this context, news has emerged that Meta is considering acquiring chip startup 'Rivos'. According to Bloomberg, this acquisition is interpreted as a move to strengthen Meta's in-house semiconductor program, enhance control over its AI infrastructure, and secure independence from NVIDIA.
Rivos, in particular, possesses RISC-V technology, which is expected to play a significant role in expanding AI training and inference capabilities. 🚀 Acquiring AI chips is crucial for scaling AI training and enhancing inference capabilities!
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A Surprisingly Large Deal Size?
While specific acquisition terms have not yet been disclosed, Rivos secured $250 million (approximately 340 billion KRW) in Series A.3 funding in April 2024, laying the groundwork for global growth. Therefore, this acquisition deal is expected to range from 'hundreds of millions to over $1 billion (approximately 1.3 trillion KRW)'. 😮
Amidst reports of Meta's management feeling disappointed with the speed of their in-house chip development, much attention is focused on how the Rivos acquisition will positively impact Meta's AI chip strategy.
What Are Your Thoughts?
What are your thoughts on Meta's move? Will NVIDIA's dominance in the AI chip market continue, or can the in-house chip development and acquisitions by big tech companies like Meta change the landscape? Please share your opinions in the comments! 👇
Given that the future of AI technology undoubtedly starts with chips, Meta's future endeavors are highly anticipated. 😊