Meta Unveils Four MTIA Chip Generations in Two Years
Meta published a four-generation MTIA silicon roadmap delivering chips every six months through 2027, with compute scaling 25x from MTIA 300 to MTIA 500.
Custom silicon
Broadcom AI Revenue Doubles to $8.4B, Eyes $100B in 2027
Broadcom's Q1 2026 earnings show AI chip revenue up 106% year-over-year, with Anthropic, OpenAI, and Meta driving demand toward a $100 billion custom silicon forecast for 2027.
