Overview
- An internal memo reviewed by Reuters on Thursday, July 9, shows Meta will start manufacturing the Iris chip (MTIA 400) in September after a six-week test found no major issues.
- Meta plans to deploy seven gigawatts of compute in 2026 and double that to 14 gigawatts in 2027 to support inference tasks such as feed ranking, recommendations, and generative features.
- The company is designing MTIA-series chips in-house with Broadcom helping on design and TSMC set to fabricate the parts, while retaining purchases of GPUs from Nvidia and AMD.
- Meta has locked multi-year supply agreements for memory, flash storage and fiber-optic gear with Samsung, Sandisk and Sumitomo to secure parts for the buildout and expects very large infrastructure spending.
- The firm plans a rapid chip cadence of about one new MTIA generation every six months through 2027, a schedule that aims to cut costs but raises execution and timing risk given past delays and high capital intensity.