Meta plans to buy RISC-V startup Rivos to deepen its custom accelerator stack — a step toward reducing reliance on merchant silicon.
What’s new
Meta is set to acquire Rivos, a Santa Clara startup focused on RISC-V and full-stack AI systems. Terms weren’t disclosed. The move aligns with Meta’s MTIA roadmap and the industry trend toward vertically integrated AI silicon.
Reuters.
Why it matters
- Cost + control: Owning more of the stack helps rein in inference costs and lets Meta shape hardware to software (and vice-versa).
- Supplier balance: Doesn’t end Nvidia dependence overnight, but chips away at it long term.
The big picture
Everyone at scale is moving toward custom accelerators. The question isn’t whether — it’s how fast they can get useful work per watt. For background, see
GPU vs NPU for local AI workloads.
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