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Public story · 2026-03-12 · source-backed
Four chips detailed: MTIA 300 (in production), 400 (lab testing), 450 and 500 (GenAI inference, 2027). From 300 to 500: HBM bandwidth up 4.5x, compute FLOPS up 25x. New chips every six months. The most aggressive custom silicon roadmap from any hyperscaler, reducing NVIDIA/AMD dependency. Meta Engineering
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Designed with Broadcom, built by TSMC, going into manufacturing after a six-week test run found no major issues (Reuters). Iris supplements rather than replaces Meta's Nvidia/AMD GPUs and supports a buildout targeting 7GW by end-2026 and 14GW in 2027 against up to $145B in 202...
A leaked memo (Meta stock rose ~7% on it) shows growth from 7 GW in 2026 to 14 GW in 2027 at roughly $145B annual capex, with the in-house "Iris" inference chip clearing testing and entering mass production this September (Reuters via U.S. News). Long-term memory and materials...
For about a year, "run your agent locally" meant accepting a model that couldn't reliably call a tool twice in a row. That excuse is gone. Meta Superintelligence Labs published Muse Glimmer today: a 29.6B dense causal transformer, 52 layers, 6,656 hidden dim, with a ~1.8B ViT-...
AMD unveiled its first rack-scale system to directly contest Nvidia at the rack level, with engineering samples in H2 2026 and mass production targeted Q2 2027. Microsoft joins Meta, OpenAI and Oracle as customers; Meta plans 1 gigawatt of Helios racks by year-end against a lo...
June local-inference benchmarks across the 128GB class put NVIDIA's DGX Spark (~$4k), AMD's Strix Halo / Ryzen AI Max+ 395 (~$2 to 3k), and the M5 Max 128GB (~$5k) head to head (Hardware Corner). Prompt processing favors CUDA hard. But token generation lands at a surprisingly...
It's a vertical-integration play that mirrors Google's TPU and Meta's Iris silicon, aimed at cutting Nvidia dependence while positioning for public markets (BuildFastWithAI). If it's real, it says the model makers now think the chip is part of the moat, not a commodity you ren...
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