By Billy Duberstein
Publication Date: 2026-03-15 11:00:00
Nvidia (NVDA 1.56%) is known as the king of artificial intelligence (AI), but as the industry migrates from training large language models to inference, will its competitive moat hold up?
Over the past week, even more competitive pressures emerged, with a big custom chip announcement from Meta Platforms (META 3.83%) and its chipmaking partner Broadcom (AVGO 4.11%).
As more large customers migrate to custom XPU solutions, should Nvidia investors be worried about the competition?
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Meta launches four new chips
On Wednesday, Meta unveiled four new artificial intelligence chips: The MTIA 300, MTIA 400, MTIA 450, and the MTIA 500.
The 300 is optimized for Meta’s core ranking & recommendation (R&R) workloads, which were Meta’s dominant workload before generative AI. The 400, 450, and 500 are each for different types of inference workloads. The 400 can implement larger generative AI models for traditional R&R applications. The 450 then augments the 400’s capabilities by doubling the high-bandwidth memory (HBM) capacity, and the 500 takes the 450’s HBM higher by another 50% on top of that.
Meta disclosed that while the 300 is in use now, the 400, 450, and 500 will be rolled out beginning in early 2027 for generative AI inference. Meta also elaborated on its chip design strategy, noting it…
