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Applied AI·April 15, 2026·1 min read

How Meta’s little-known chip business fits in with Zuckerberg’s ‘superintelligence’ ambitions

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Meta building its own AI chips and deepening its Broadcom tie-up is vertical integration at trillion-dollar scale — the margin and differentiation are sliding down to silicon and data center design. If you’re an AI infra buyer, expect fewer “neutral” platforms and more end-to-end stacks you either buy into or route around.