Meta’s new AI chips will begin production in September

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Affected assets and topics

$META $NVDA

Why it matters

Meta is set to start producing its new AI-specific chips in September, aiming to reduce dependence on GPU providers like Nvidia. This development could impact the tech sector, particularly affecting Nvidia's revenue. The move reflects Meta's efforts to optimize its AI infrastructure and reduce costs.

  • Meta's in-house AI chip production
  • Reduced dependence on Nvidia GPUs

Expected market reaction

Neutral Confidence 70% How confidence is read Horizon: Medium term Impact: Moderate

The production of Meta's AI chips may negatively impact Nvidia's stock (NVDA) as Meta reduces its GPU purchases, potentially leading to a decline in Nvidia's revenue. This could also have a positive effect on Meta's (META) stock due to anticipated cost savings and improved AI capabilities.

Risks

  • Nvidia's potential loss of a major client
  • Meta's ability to successfully manufacture and integrate its AI chips

Evidence trail

Evidence
Source TechCrunch
Claim Meta’s new AI chips will begin production in September
Affected assets META, NVDA
AI inference Neutral · 70%
Generated 2026-07-09 17:17

AI provenance

Analysed by Llama 3.3 70B Versatile (Groq) Methodology v1.0 Generated
Technical identifiers
Provider tag
groq-llama-3.3-70b-versatile
Model id
llama-3.3-70b-versatile
Analysis version
groq-llama-3.3-70b-versatile
Article id
105683
Timeframe
24h

Prediction lifecycle

  • Llama 3.3 70B Versatile (Groq) META Neutral 70% 24h
    Generated 6h 24h Excluded

    Withdrawn: frozen reference price: 606.10000000 is the reference price on 55 META predictions spanning 16 days, so it cannot have been the market price at each of them

  • Llama 3.3 70B Versatile (Groq) NVDA Neutral 70% 24h
    Generated 6h 24h Excluded

    Withdrawn: frozen reference price: 208.76000000 is the reference price on 57 NVDA predictions spanning 16 days, so it cannot have been the market price at each of them

Logged at publication, scored automatically once the window closes — never edited.

Original source

In its bid to spend less on GPUs from providers like Nvidia, Meta is on track to start making its the latest versions of its AI-specific chips in September.

Read the full article on TechCrunch

Original article published by TechCrunch on July 9, 2026. Analysis and insights provided by AnalystMarkets AI.

More of the META narrative

This model on similar stories

Llama 3.3 70B Versatile (Groq) · 33.9% correct across 809 scored calls on equities See the full record