#generative-ai-infrastructure

#generative-ai-infrastructure

Meta is building these chips because buying AI hardware at scale is expensive, and relying too heavily on external suppliers leaves less room to shape that hardware to its own needs. Building more in-house could help the company keep AI costs in check.

Nvidia controls the vast majority of the market for GPUs, the chips used to train and run large AI models like ChatGPT and Anthropic's Claude. Its CUDA software platform, which lets developers write code optimized specifically for Nvidia hardware, has become the industry's de facto standard, reinforcing that dominance.