Why Meta, Google, Amazon, and OpenAI Are All Building Their Own AI Chips
Meta's new Iris AI chip enters production in September. Here's why every major AI company is now designing its own silicon — and what it costs you.
Why Meta, Google, Amazon, and OpenAI Are All Building Their Own AI Chips
Meta just gave the clearest sign yet that it's tired of standing in line for Nvidia's chips. According to an internal memo reviewed by Reuters , the company plans to start manufacturing its own custom AI processor, code-named Iris , this September. The chip breezed through six weeks of bug testing without a major hiccup, and it's central to a plan to double Meta's computing capacity from 7 gigawatts this year to 14 gigawatts in 2027. But the more interesting story isn't really about Meta. It's about the fact that every major AI company — Google, Amazon, Microsoft, OpenAI, and now even Anthropic — is quietly building or buying its way into the chip design business. Nvidia still dominates, but the ground underneath it is shifting fast. Here's what's happening, why it's happening now, and why it'll eventually show up in how much you pay for AI features. What Meta just announced Iris falls under Meta's MTIA program — short for Meta Training and Infer…
