Meta’s new AI chips will begin production in September
AI disclosure
Summary
In its bid to spend less on GPUs from providers like Nvidia, Meta is on track to start making its the latest versions of its AI-specific chips in September.
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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