Meta, which also owns Instagram and WhatsApp, has forecast total 2025 expenses of $114 billion to $119 billion, including up to $65 billion in capital expenditure largely driven by spending on AI infrastructure.
One of the sources said Meta's new training chip is a dedicated accelerator, meaning it is designed to handle only AI-specific tasks. This can make it more power-efficient than the integrated graphics processing units (GPUs) generally used for AI workloads.
Meta is working with Taiwan-based chip manufacturer TSMC to produce the chip, this person said.
The test deployment began after Meta finished its first "tape-out" of the chip, a significant marker of success in silicon development work that involves sending an initial design through a chip factory, the other source said.