Meta and Broadcom Collaborate on a Groundbreaking AI Chip Deal
Meta Platforms announced on Tuesday an expanded partnership with Broadcom to co-develop multiple generations of custom AI chips through 2029. The initial commitment exceeds 1 gigawatt of computing power, marking one of the largest custom silicon agreements in the AI industry. The deal is set to eventually scale to multiple gigawatts.
This partnership extends Meta’s existing collaboration with Broadcom on its MTIA (Meta Training and Inference Accelerator) chips. These chips are purpose-built accelerators optimized for AI inference and recommendation systems at scale. Broadcom announced that the new MTIA chips would be the first AI silicon to use a cutting-edge 2-nanometer manufacturing process.
“Meta is partnering with Broadcom across chip design, packaging, and networking to build out the massive computing foundation we need to deliver personal superintelligence to billions of people,” said Meta CEO Mark Zuckerberg.
The deal also includes Broadcom’s advanced Ethernet networking solutions. These will connect large-scale AI computing clusters across Meta’s expanding data center infrastructure.
As part of the arrangement, Broadcom CEO Hock Tan will transition from Meta’s Board of Directors to an advisor role. He will provide guidance on Meta’s custom silicon roadmap. This partnership comes as Meta has committed to spending up to $135 billion on AI infrastructure in 2026. Following the announcement, Broadcom shares rose 3% in extended trading.
Source: CNBC