Karen Moscow

And they're able to do that in parallel with that additional headcount.

I think the specifics are really interesting.

MTIA 300 is real.

Meta tells us it's in production.

And they still regard that as AI, right?

Training the AI that

results in what shows in your timeline, targeted ads, but actually the next step is Lama running the model.

So when you put a request into Meta AI, what else did you see there?

I mean, the facility was large and from a dollar perspective, they seem very committed here.

It seems like a massive investment.

They wouldn't give us a specific figure to how much they're spending on their own in-house chip work.

But just seeing the products on the table, you've got to believe there are billions at play here.

One thing I would have loved to see was MTIA 450 and 500.

These are the next generation.

We asked.

They showed us the CADs or the EDAs, but yeah.

No finished product yet.

And we're looking to 2027 for that.

So two more being released next year.

And in six-month increments, which is really notable.