Meta’s new AI chips will begin production in September
AI disclosure
Summary
The company is taking a modular approach to designing these chips, anticipating that their needs will change as AI evolves rapidly by the time the chips are in production.
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JUST IN: Meta to begin manufacturing its own AI chip 'Iris' in September.
— Watcher.Guru (@WatcherGuru) July 9, 2026
WHY ARE THE SEMIS UP THIS MORNING?
— amit (@amitisinvesting) July 9, 2026
Well…a hyperscaler called $META just reminded the market how much they are willing to spend on capex:
- Meta plans to double its AI computing capacity to 14GW in 2027 and begin manufacturing its in-house Iris AI chip in September, according… pic.twitter.com/6xBu7UBJHo