$META to deploy 14 gigawatts next year, start making Iris chip in September • $META plans to boost computing power to 14 gigawatts next year • $META plans to manufacture its Iris AI chip from September • The chip is part of Meta Training and Inference Accelerators, or MTIA • Testing took six weeks and found no major issues • $META is working with $AVGO and TSM on chip design and manufacturing • $META plans to release a chip about every six months through 2027 Supply Deals • $META has deals for memory, flash storage, and fiber-optics • Suppliers include $005930.KS, $SNDK, and $5802.T • Long-term supply deals are becoming critical as chip shortages hit data center expansion • Morgan Stanley says chip and memory price spikes have become a macro concern Why it matters: $META is pushing harder to control its own AI stack, cut supplier dependence, and secure the parts needed for rapid data center expansion.