Meta tested a data-center AI chip in 6 weeks. Six. "Iris" hits TSMC production in September. Broadcom co-designed it. Target: 14 gigawatts of compute by 2027, double this year, on ~$145B of infra spend. The real story isn't the chip — it's that the biggest GPU buyers are quietly becoming GPU sellers. Every hyperscaler that ships silicon chips away at someone else's moat. Daily AI signal at www.contentbuffer.com Is CUDA still an unbreakable lock-in, or is this the crack? #AI #Semiconductors #Meta #Nvidia #AIInfrastructure #TechNews