Meta Platforms Inc. (NASDAQ:META) is reportedly in talks with Samsung Foundry of parent Samsung Electronics Co Ltd. (OTC:SSNLF) for manufacturing its forthcoming AI chips, in a deal valued at over 10 trillion won ($6.53 billion).
Samsung Foundry is likely to be responsible for the production of Meta’s proprietary AI accelerator, “MTIA,” starting from its third generation. The third-generation MTIA will be mass-produced using Samsung Foundry’s advanced 2-nanometer process, reported Seoul Economic Daily on Friday.
Meta is exploring the AI cloud services market by leasing computing infrastructure to external companies, with its MTIA chips expected to be central to the effort. To support its goal of building 5-gigawatt data centers by 2030, the company plans to introduce a new AI chip every six months.
The Mark Zuckerberg-led company has partnered with Samsung Electronics’ System LSI division to accelerate AI chip development, seeking external support to sustain a rapid six-month development cycle despite having its own in-house chip design team, as per the report.
The report also indicated that Anthropic is also considering developing custom AI chips using Samsung Foundry’s 2nm process to reduce its dependence on Nvidia Corp. (NASDAQ:NVDA) GPUs and Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google’s TPUs.
