Meta will have an AI chip codenamed ‘Iris’ in production from September as part of a plan to double compute to 14GW next year, after it deploys 7GW this year, Reuters reports:
-Iris is part of a 4-generation MTIA project from its inhouse design team. -The AI processors are aimed at improving the AI used with Facebook/Instagram-Broadcom is Meta’s chief design partner. -TSMC will manufacture Iris.-Meta has signed multiple long term supply agreements with: Samsung (memory chips), SanDisk (flash storage), Sumitomo (fiber optic)-The plan remains to launch a new AI processor every 6 months through 2027. $Meta Platforms(META.US) $Taiwan Semiconductor(TSM.US) $Broadcom(AVGO.US) #semiconductorsSource: Dan Nystedt
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