Meta Platforms (META) – With its own AI chip Iris, the advertising giant becomes a vertically integrated AI titan!

For me, Meta's foray into its own chip manufacturing is a strategic breakthrough. With "Iris," the new component of the in-house MTIA family, the company is gradually freeing itself from its dependence on NVIDIA and AMD – designed in collaboration with Broadcom, manufactured at TSMC. The fact that the error checking only took six weeks and did not reveal any major issues significantly enhances the previously stagnant process for me. Impressive is also the pace: about every six months a new chip until 2027, while the industry usually operates...