SemiAnalysis(@SemiAnalysis_):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!

2026.10.21 02:58

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!