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Meta will start manufacturing its in-house Iris chip β MTIA gen 4, co-designed with Broadcom and fabbed by TSMC β in September 2026. Testing finished in just six weeks with no major issues, and the chip is designed to slash Meta's Nvidia dependence as it targets 14 gigawatts of compute by 2027. The company is spending up to $145B on AI infrastructure this year alone. Is custom silicon the right bet at Meta's scale?
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