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Meta’s Bold Move: Testing In-House Chips For AI Training

Meta is reportedly piloting its own AI training chips, aiming to cut reliance on Nvidia and other hardware suppliers.

The social media giant has partnered with Taiwan-based TSMC to manufacture the custom-designed chip, optimized for AI-specific workloads. The company has initiated a small-scale deployment and, if successful, plans to ramp up production.

While Meta has previously developed AI chips, they were limited to running models rather than training them. Past chip projects have faced setbacks, with some being scrapped after failing to meet internal benchmarks.

Meta’s AI ambitions come with massive costs—this year alone, it expects to spend $65 billion in capital expenditures, much of it on Nvidia GPUs. Even a modest shift to proprietary chips could yield substantial savings and mark a major step toward greater self-sufficiency in AI infrastructure.

Mirendil Signs $100 Million Google Cloud Deal To Advance Self-Improving AI

AI startup Mirendil has signed a multi-year agreement worth more than $100 million with Google Cloud to secure computing infrastructure for its self-improving AI research.

The partnership reflects growing competition among AI companies to lock in access to high-performance computing, while cloud providers race to attract promising startups developing next-generation AI models.

Backing The Next Stage Of AI Research

Mirendil plans to use Google’s Tensor Processing Units (TPUs), Nvidia GPUs and managed training infrastructure to develop AI systems capable of improving their own performance over time.

Known as recursive self-improvement, the concept focuses on building AI that can refine its knowledge and capabilities with minimal human intervention. The technology is attracting growing interest across the industry, with several startups and leading AI labs exploring similar approaches.

According to co-founder and Chief Executive Behnam Neyshabur, the long-term goal is to develop AI that can automate scientific research and accelerate discoveries in fields such as medicine, biology and materials science.

Compute Capacity Becomes A Strategic Asset

Training increasingly advanced AI models requires enormous computing resources, making long-term infrastructure agreements a critical competitive advantage.

Mirendil said Google’s combination of TPUs and GPUs allows workloads to be matched with the most suitable hardware, improving efficiency while reducing costs for customers.

For Google Cloud, the agreement strengthens its position in the race to provide infrastructure for frontier AI developers, while giving the company exposure to one of the industry’s emerging approaches to next-generation artificial intelligence.

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