Episode Details

Meta's Silicon Sovereignty: MTIA 300 through 500, the Broadcom 1 Gigawatt Partnership Through 2029, and the Inference Economics Shift Away From Nvidia - April 22, 2026 Meta and Broadcom have extended their partnership to co-develop four new generations of MTIA custom AI chips with an initial one gigawatt commitment and a multi-gigawatt roadmap running through 2029. We unpack how workload segmentation is pushing inference off Nvidia, why the six-month silicon cadence matters, and what it means for the broader AI economy when inference is now roughly two-thirds of all AI compute. Hosted by Chris and Laura. The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem. Send us fan mail: https://dxtoday.com/contact #AI #CustomSilicon #Meta #Broadcom #Nvidia