[DEEP-DIVE HOLD, WIRE GAP-FILL REQUIRED]
This deep-dive has been elevated by the Filter (Criteria 1, 3, 4, 5, 6, 5 of 6 met) and the structural outline is complete. Production is held pending Wire delivery of verified content on competing custom AI silicon programs and dedup resolution confirmation.
Items required from Wire before production: 1. Google TPU program: current generation, deployment status, performance claims, T1/T2 source (Google DeepMind blog or Google Cloud announcement preferred). 2. Amazon Trainium: current generation (Trainium2 / Trainium3 status), deployment context, T1/T2 source (AWS blog or Amazon announcement preferred). 3. Microsoft Maia: current generation status, Azure deployment context, T1/T2 source (Microsoft blog preferred). 4. Dedup resolution confirmation from operator: confirm the existing draft “Meta Reportedly Reveals New MTIA Inference Chips With Six-Month Release Cadence” has been upgraded and published (or approved for merging) before this deep-dive is published. The deep-dive references the MTIA brief as its primary source item.
Dedup note: This deep-dive answers a different editorial question than the draft upgrade above (the draft upgrade answers “what did Meta announce?”; this deep-dive answers “what does the industry-wide pattern of custom silicon development mean for enterprise AI infrastructure strategy?”). They are distinct pieces. Both can publish. The deep-dive should not publish before the draft upgrade is live, it references that brief as context.