Meta Charts Its Own Path in AI Chip Strategy

Meta aims to increase the use of its own custom-developed chips in its AI infrastructure. This strategy stands out as part of the company's plan to reduce costs and lessen its dependence on Nvidia. Meta's new processor, named 'Iris', is expected to enter production in September. This step demonstrates the company's determination to pursue a more independent path in AI hardware. By using its own chips, Meta aims to gain greater control over its supply chain and optimize operational costs. This move reflects a trend among tech giants to diversify their hardware strategies in the AI race. This is not investment advice.

📊 NVDA — Piyasa Yorumu

■ neutral · 60%

The news highlights Meta's strategy to develop its own AI chips. This could be interpreted as a negative signal in the long term, as it may reduce NVIDIA's (NVDA) dependence on major customers like Meta. However, in the short term, technical indicators show a slight upward trend: RSI at 58.6 (neutral zone), MACD above the signal line, and the price above both the 20-day and 50-day moving averages. The 3.3% increase in the last 24 hours also indicates positive momentum. The impact of the news may not yet be priced in, so short-term direction remains uncertain.

RSI 14

58.6

MACD

1.81

24h Δ

3.29%

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