Meta Iris AI Chip: Samsung 2nm, 6-Week Test Pass, 7GW→14GW Compute Doubling — The Engineering Secrets of the MTIA Fourth-Generation Roadmap

"""
Meta Iris Chip Architecture Analysis — Chiplet Module Design
"""

class ChipletModule:
    """Core building block of the modular chiplet architecture"""
    
    def __init__(self, name: str, compute_tflops: float, 
                 memory_gb: float, power_w: float):
        self.name = name
        self.compute = compute_tflops
        self.memory = memory_gb
        self.power = power_w
    
    def efficiency(self) -> float:
        return self.compute / self.power


class IrisConfigBuilder:
    """
    Build different Iris configurations by combining chiplets.
    Meta's modular approach allows flexible scaling for different workloads.
    """
    
    def __init__(self):
        self.compute_chiplet = ChipletModule("Compute", 500, 0, 120)
        self.memory_chiplet = ChipletModule("HBM3e", 0, 32, 15)
        self.io_chiplet = ChipletModule("IO/Die2Die", 0, 0, 10)
    
    def build(self, compute: int, memory: int, io: int) -> dict:
        total_compute = self.compute_chiplet.compute * compute
        total_memory = self.memory_chiplet.memory * memory
        total_power = (
            self.compute_chiplet.power * compute +
            self.memory_chiplet.power * memory +
            self.io_chiplet.power * io
        )
        return {
            "config": f"{compute}C+{memory}M+{io}IO",
            "tflops_fp8": total_compute,
            "memory_gb": total_memory,
            "power_w": total_power,
            "tflops_per_watt": total_compute / max(total_power, 1),
        }
    
    def all_configs(self) -> list:
        return [
            self.build(4, 6, 2),   # Standard inference
            self.build(8, 12, 4),  # High-performance inference
            self.build(16, 24, 8), # Training
        ]


# Meta's 7GW→14GW compute plan
class MetaComputePlan:
    """Meta's compute capacity scaling from 2026 to 2027"""
    
    def __init__(self):
        self.plans = {
            2026: {"gw": 7.0, "nvidia_pct": 0.60, "meta_pct": 0.25, "investment_b": 145},
            2027: {"gw": 14.0, "nvidia_pct": 0.40, "meta_pct": 0.40, "investment_b": 180},
        }
    
    def analyze(self):
        print("=" * 60)
        print("Meta Compute Capacity Plan: 7GW → 14GW")
        print("=" * 60)
        
        for year, plan in self.plans.items():
            nvidia = plan["gw"] * plan["nvidia_pct"]
            meta = plan["gw"] * plan["meta_pct"]
            print(f"\n{year}: {plan['gw']}GW total")
            print(f"  NVIDIA: {nvidia:.2f}GW ({plan['nvidia_pct']*100:.0f}%)")
            print(f"  Meta:   {meta:.2f}GW ({plan['meta_pct']*100:.0f}%)")
            print(f"  Invest: ${plan['investment_b']}B")
        
        dep_reduction = (self.plans[2026]["nvidia_pct"] - self.plans[2027]["nvidia_pct"]) / self.plans[2026]["nvidia_pct"] * 100
        print(f"\nNVIDIA dependency reduction: {dep_reduction:.0f}%")
        print(f"Meta chip absolute growth: "
              f"{self.plans[2027]['gw']*self.plans[2027]['meta_pct'] - self.plans[2026]['gw']*self.plans[2026]['meta_pct']:.2f}GW")


if __name__ == "__main__":
    # Iris configs
    iris = IrisConfigBuilder()
    for cfg in iris.all_configs():
        print(f"Config {cfg['config']}: {cfg['tflops_fp8']} TFLOPS, "
              f"{cfg['memory_gb']}GB, {cfg['power_w']}W, "
              f"{cfg['tflops_per_watt']:.1f} TFLOPS/W")
    
    # Compute plan
    MetaComputePlan().analyze()

// Go: Chip test cycle comparison
package main

import (
    "fmt"
    "strings"
)

func main() {
    type Phase struct{ Name string; Industry, Iris float64 }
    
    phases := []Phase{
        {"Power-on Test", 2, 0.5},
        {"Functional Validation", 8, 1.5},
        {"Performance Characterization", 6, 1},
        {"Power/Thermal Validation", 4, 1},
        {"Memory Subsystem Test", 4, 0.5},
        {"IO Interface Validation", 3, 0.5},
        {"Stress/Burn-in Test", 2, 0.5},
        {"Software Stack Integration", 8, 0.5},
    }
    
    totalInd, totalIris := 0.0, 0.0
    fmt.Println(strings.Repeat("=", 70))
    fmt.Println("Chip Test Cycle: Industry vs Meta Iris")
    fmt.Println(strings.Repeat("=", 70))
    
    for _, p := range phases {
        totalInd += p.Industry
        totalIris += p.Iris
        fmt.Printf("%-30s %8.0fw %8.1fw\n", p.Name, p.Industry, p.Iris)
    }
    
    fmt.Println(strings.Repeat("-", 70))
    fmt.Printf("%-30s %8.0fw %8.1fw\n", "TOTAL", totalInd, totalIris)
    fmt.Printf("\nSavings: %.0f weeks → %.0f weeks (%.0f%% reduction)\n",
               totalInd, totalIris, (1-totalIris/totalInd)*100)
}