Meta Turns Custom AI Chips Into Infrastructure Policy

The institutional move is the conversion of chip supply from vendor relationship into corporate architecture. A partnership spanning multiple MTIA generations through 2029 gives Meta a hardware roadmap it can build budgets, data centers, and model deployment around, while the reported use of 2-nanometer silicon places that roadmap at the front edge of manufacturing capacity. The company is not merely buying accelerators; it is buying the ability to plan around its own accelerator family.