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Meta's Custom 'Iris' AI Chip (MTIA Gen 4) Enters Production in September to Cut Nvidia Reliance
Per an internal memo reviewed by Reuters, Meta will begin manufacturing its fourth-generation MTIA chip, code-named Iris — designed with Broadcom and built by TSMC — in September, after a six-week test run found no major issues. Iris supplements rather than replaces Meta's Nvidia/AMD GPUs and supports a compute buildout targeting 7GW by end-2026 and 14GW in 2027, against up to $145B in 2026 AI infrastructure spend. The Broadcom partnership is now formalized through 2029 across multiple MTIA generations.
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