Meta to Put Its First In-House AI Chip Into Production in September, Targeting 14 Gigawatts of Compute

Meta will begin manufacturing its first custom AI accelerator, code-named Iris, in September, according to an internal memo reported by Reuters. The memo states the chip completed testing in roughly six weeks without major issues, with Broadcom assisting on design and Taiwan Semiconductor Manufacturing Company (TSMC) handling fabrication.

The chip is the hardware behind a broader compute expansion. Meta plans to scale its infrastructure from about 7 gigawatts in 2026 to 14 gigawatts in 2027, and an AI news channel reported that Iris is meant to reduce reliance on Nvidia and Advanced Micro Devices (AMD). The framing in the memo is more measured than the headline. Iris supplements, rather than replaces, the Nvidia and AMD processors Meta already buys by the billions of dollars.

Iris is the newest addition to Meta's Meta Training and Inference Accelerator (MTIA) program, which is reportedly rolling out on a six-month cadence. Custom silicon lets Meta tune the accelerator to its own recommendation, ranking, and inference workloads, and it shifts marginal cost away from merchant GPU margins toward Meta's own design and fabrication contracts.

The claim to weigh is the substitution rate. A chip in production in September does not displace a fleet bought over years, and the memo's own language limits Iris to a supplement for now. What is verified is the timeline, the manufacturing partners, and the 14-gigawatt target. What remains asserted is how much Nvidia and AMD spending Iris actually removes.