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Meta confirms running TPU inference in production, questioning CUDA's dominance

AIMeta confirms it is running TPU inference in production, according to SemiAnalysis, which says it reported Meta as a TPU customer on Nov 28, 2025. SemiAnalysis says its accelerator supply chain model already included details on Meta's TPU procurement.
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BREAKING NEWS🚨🚨: TODAY META CONFIRMS THEY ARE RUNNING TPU INFERENCE IN PRODUCTION. What does this mean for the CUDA moat?

For those who read our public newsletter, this is not a surprise, as on Nov 28, 2025, we publicly wrote that Meta is a TPU customer & has lots of engineers working on TPUs. Our accelerator supply chain model has details about Meta's TPU procurement!

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Original title: BREAKING NEWS🚨🚨: TODAY META CONFIRMS THEY ARE RUNNING TPU INFERENCE IN PRODUCTION. What does this mean for the CUDA moat?

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Meta / LlamaDeployment & engineeringTrendsBusiness news