Jul. 3 at 2:42 PM
$META is aggressively expanding its in-house AI chip roadmap to support its massive target of 5GW of data center capacity by 2030. Reports indicate that the tech giant could step up its execution by releasing next-generation AI silicon on an ultra-fast six-month cycle.
Meanwhile, Samsung is reportedly drawing significant AI chip interest from
$TSLA (Tesla) and potentially Anthropic. The momentum underscores a broader industry shift, as more companies actively seek viable alternatives to diversify away from their heavy reliance on
$NVDA GPUs and
$GOOGL