$META could save ~$8.5B in 2027 by shifting more AI inference onto its own custom chips built with $AVGO .
BofA estimates Meta could deploy more than 1 GW of custom chip capacity as Arke and Astrid ramp with its silicon potentially costing ~40% less than third party chips.
BofA estimates Meta could deploy more than 1 GW of custom chip capacity as Arke and Astrid ramp with its silicon potentially costing ~40% less than third party chips.
