$META is ramping up its use of custom $AVGO MTIA chips, starting with ranking and recommendation inference for ads and organic content. By 2025, they plan to extend MTIA to training workloads, aiming to cut reliance on $NVDA GPUs.

Meta is also stretching server lifespans to 5.5 years to lower CapEx and depreciation costs. Meanwhile, $NVDA is down 5%, as this move could hit future data center GPU sales.

Hiring is focused on technical talent, with 90% of YoY headcount growth in R&D. They’re prioritizing infrastructure, monetization, Reality Labs, and generative AI, while business function hiring stays limited.
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