野村：Meta 在 ASIC 服务器方面雄心勃勃，其 MTIA AI 服务器有望在 2026 年成为一个里程碑

Asia AI Server Global Markets Research EQUITY: TECHNOLOGY Meta's ambition on ASIC AI server Meta's MTIA AI servers could mark a milestone in 2026F AI ASIC is booming; a potential cross over in units from 2H26-2027 In the world of AI servers, nVidia (NVDA US, Not rated) has been dominating 80%+ market "value" so far, vs. ASIC AI servers that have roughly 8-11% in value share (based on Bloomberg consensus estimates). However, if we just compare the number of units for AI ASICs vs. nVidia's AI GPUs (which can ...