Meta Targets 2027 for Homegrown AI Chips, Launches Meta One Subscription
META sits 29% above its 52-week low of $520.26.
Summary
Meta is advancing its custom AI silicon roadmap: the third-gen MTIA 450 (Arke) is slated for data center deployment in H1 2027, with the next-gen MTIA 500 (Astrid) design wrapping in about a month and deployment by end-2027. The company is partnering with Broadcom on design and TSMC on manufacturing, aiming to cut costs and energy use while reducing reliance on NVIDIA. Separately, Meta launched Meta One, a subscription service across its apps with 15 million sign-ups and pricing from $2.99 to $14.99 monthly. This follows Meta's heavy AI capex and the recent cloud business push; the chip timeline gives concrete visibility into cost reduction efforts. Watch for further details on chip performance and Meta One monetization in upcoming earnings.
At the time of this announcement, META was trading at $669.48 on NASDAQ in the Technology sector, with a market capitalization of approximately $1.7T. The 52-week trading range was $520.26 to $790.80. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Benzinga.