On September 30, 2025, Reuters reported that Meta plans to acquire Rivos, a chip startup that designs custom chip accelerators based on RISC-V architecture. Rivos is known for its work on full-stack AI systems, and Meta already uses Rivos hardware in some operations.

Meta’s goal is to enhance its Meta Training and Inference Accelerator (MTIA) platform by bringing more of the design and hardware stack in-house. This would allow better optimization between Meta’s software, models, and chip infrastructure.

Rivos had been valued near $2 billion in its prior funding, making the acquisition a significant bet. While terms were not disclosed, this consolidation move represents how leading AI companies aim to control more of their compute supply chain.

Meta has already been pushing to reduce infrastructure costs by developing its own silicon; acquiring Rivos may accelerate that path and give it more leverage over performance, cost, and differentiation.

Key Highlights

• Meta plans to acquire Rivos, a chip startup specializing in RISC-V architecture.

• Rivos is known for full-stack AI chip design, aligning with Meta’s compute goals.

• Meta aims to boost its MTIA (Training & Inference Accelerator) efforts with tighter integration.

• Rivos valuation was around $2 billion before acquisition talks.

• Strategy aligns with trend: AI firms increasingly investing in internal chip development.

Why This Matters

1. Vertical integration: Owning chip design gives Meta more control over performance, cost, and innovation.

2. Competition pressure: If Meta succeeds, rivals may feel pressure to build or acquire their own hardware capabilities.

3. Compute stack alignment: Tighter coupling of hardware + software can yield latency, cost, and scaling advantages.

4. Strategic risk & reward: High investment in internal silicon is capital-intensive, but could pay off disproportionately in maintaining infrastructure with an edge.

Source
Reuters – Full Article