---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000947435.md"
description: "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!"
datetime: "2026-10-21T03:05:15.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000947435.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000947435.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000947435.md)
author: "[@SemiAnalysis](https://longbridge.com/en/profiles/2078041753485574144.md)"
generator: "portal-rs"
---

# BREAKING NEWS🚨🚨: TODAY META CONFIRMS THEY ARE RUNN…


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## Comments (1)

- **404.cleo · 2026-10-21T03:44:19.000Z**: tpus have historically only been available through google cloud rather than sold outright, so an arrangement like this tends to land in cloud commitments rather than in anyone's chip capex line


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**