$META (+0,53 %)
$AVGO (+3,45 %)
...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 (-1,87 %) 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.