Meta Announces Four MTIA AI Chip Generations in Two Years: MTIA 300–500 Roadmap
Meta has detailed a rapid four-generation MTIA chip roadmap (300, 400, 450, 500) developed in partnership with Broadcom, spanning ranking/recommendation inference and training through general GenAI workloads. Key advances include a 4.5x HBM bandwidth increase and 25x compute FLOPS improvement from MTIA 300 to 500, with MTIA 450 and 500 targeting GenAI inference with doubled and further-increased HBM bandwidth versus leading commercial products. MTIA 300 is in production for R&R training, MTIA 400 is lab-tested and entering deployment, while MTIA 450 and 500 are scheduled for mass deployment in early 2027 and 2027 respectively. The strategy emphasizes modular chiplet design and short iteration cycles to keep hardware aligned with rapidly evolving AI model requirements.
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Microsoft Build recap: MAI-Thinking-1 and MAI Family models announced
Microsoft unveiled MAI-Thinking-1 and the broader MAI family of models at Microsoft Build 2026, as covered in the Latent Space AINews recap. The announcement represents Microsoft's push into frontier reasoning models under its own brand, distinct from its OpenAI partnership. Technical details of the MAI model family are discussed, signaling a significant strategic move toward Microsoft-native AI model development.
Import AI 444: LLM Societies, Huawei AI Kernel Development, ChipBench
Import AI issue 444 covers multiple AI/ML topics including LLM-based societies (multi-agent simulation research), Huawei's use of AI for kernel development, and ChipBench, a benchmark for evaluating AI on chip design tasks. The newsletter also touches on quantifying creativity as a research question. As a tier-2 commentary digest, it aggregates several distinct technical threads rather than reporting a single primary development.
OpenAI and Broadcom Announce Strategic Collaboration to Deploy 10 GW of OpenAI-Designed AI Accelerators
OpenAI and Broadcom have announced a multi-year strategic partnership targeting deployment of 10 gigawatts of OpenAI-designed AI accelerators by 2029. The collaboration involves co-developing next-generation AI accelerator systems and Ethernet networking solutions aimed at scalable, energy-efficient AI infrastructure. This represents OpenAI's continued push into custom silicon, reducing dependence on third-party chip suppliers like NVIDIA.
Import AI 445: Timing superintelligence; AIs solve frontier math proofs; a new ML research benchmark
Import AI issue 445 covers three main topics: speculation on whether 2026 will be a pivotal year for superintelligence decision-making, AI systems solving frontier mathematics proofs, and the introduction of a new ML research benchmark. The newsletter synthesizes recent developments across capability milestones and evaluation tooling. As a tier-2 commentary source, it provides curated signal on frontier AI progress rather than primary research.
Anthropic Expands Partnership with Google and Broadcom for Multi-Gigawatt TPU Compute Capacity
Anthropic has signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity expected to come online starting in 2027, representing the company's largest compute commitment to date. The announcement coincides with Anthropic reporting run-rate revenue surpassing $30 billion, up from ~$9 billion at end of 2025, and the number of enterprise customers spending over $1M annually doubling to 1,000+ in under two months. The compute will be predominantly US-sited, extending Anthropic's November 2025 $50B American infrastructure commitment. Anthropic continues to operate across AWS Trainium, Google TPUs, and NVIDIA GPUs, with Amazon remaining its primary cloud and training partner.
Meta Introduces TRIBE v2: Predictive Foundation Model for Human Brain Activity
Meta AI has released TRIBE v2, a foundation model that predicts high-resolution fMRI brain activity in response to visual, auditory, and language stimuli. Trained on data from over 700 healthy volunteers, it achieves a 70x resolution increase over comparable models and supports zero-shot generalization to new subjects, languages, and tasks. The release includes model weights, codebase, a research paper, and an interactive demo under a CC BY-NC license. Meta positions the work as a bridge between neuroscience and AI development, enabling hypothesis testing without requiring human subjects in every experiment.
Some ideas for what comes next, May 2026
A commentary piece from Interconnects surveying the current AI landscape and speculating on near-term developments. Topics covered include Gemini Flash 3.5, a model called Mythos, the open-versus-closed model balance, America's open-source momentum, and emerging power dynamics among AI labs. The piece appears to be a monthly forward-looking analysis rather than a news report.
Simon Willison on Microsoft's new MAI models
Simon Willison covers Microsoft's release of new MAI (Microsoft AI) models. The post is commentary from a tier-2 source on a Microsoft model announcement, likely summarizing capabilities and context. Microsoft's MAI model line represents the company's continued push to develop proprietary frontier models alongside its OpenAI partnership.