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Is Meta’s acquisition of Rivos a YANK?

How many AIPs does it need to quit Nvidia?

Jon Peddie

Meta began developing its in-house AI processor, MITA, in 2019 to reduce dependence on Nvidia’s costly GPUs. The MITA 2 chip followed in 2024, showing promising early performance. In 2025, Meta acquired Rivos, a RISC-V CPU and GPU start-up previously entangled in a trade-secrets lawsuit with Apple, for roughly $850 million after Rivos raised $370 million. While Meta may keep Rivos’ CPU technology, the GPU effort remains speculative. Nvidia already advances beyond 2028 architectures, making Meta’s GPU ambitions uncertain despite its $47 billion cash reserve. Meta has been a great customer of Nvidia, but Meta is used to calling the
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