Meta teams with Broadcom

Meta and Broadcom have expanded their chip partnership through 2029, tying Broadcom more tightly to Meta’s push to build its own artificial intelligence hardware. (about.fb.com) The companies said Broadcom will help Meta co-develop multiple generations of Meta Training and Inference Accelerator chips, or MTIA, and supply the design, packaging and networking technology needed to deploy them in Meta data centers. Broadcom said the first commitment is for more than 1 gigawatt of MTIA capacity as part of a broader multi-gigawatt rollout. (broadcom.com) Meta uses MTIA for recommendation systems and generative artificial intelligence inference, the step where a model produces an answer or ranks content after it has already been trained. Meta said in March that it plans to develop and deploy four new MTIA generations within two years. (about.fb.com) Broadcom said the new program includes what it called the industry’s first 2-nanometer artificial intelligence compute accelerator, plus Ethernet networking to link large groups of chips inside racks and across data centers. Meta said the work is aimed at supporting “state-of-the-art AI data centers” for its apps and services. (investors.broadcom.com, about.fb.com) The deal lands as Meta is sharply increasing spending on computing infrastructure. In its January 28, 2026 earnings report, Meta said it expects 2026 capital expenditures of $115 billion to $135 billion, up from $72.22 billion in 2025. (investor.atmeta.com) That spending surge reflects a broader shift among the biggest technology companies toward custom silicon, chips built for their own workloads instead of bought off the shelf. Meta is still working with outside suppliers, including Nvidia, which announced its own multiyear infrastructure partnership with Meta in February. (investor.nvidia.com, about.fb.com) For Broadcom, the agreement deepens a role it already had inside Meta’s chip program and extends it beyond chip design into the network fabric that moves data between processors. For Meta, it secures a longer runway for in-house chips as the company tries to spread artificial intelligence features across Facebook, Instagram, WhatsApp and Threads. (broadcom.com, about.fb.com) The announcement also came with a governance change. Meta said Broadcom Chief Executive Hock Tan will leave Meta’s board after telling the company he will not stand for reelection, though CNBC reported he will continue as an adviser. (cnbc.com) The immediate result is not that Meta stops buying outside chips. It is that Meta now has a named partner, a dated roadmap and an initial 1-gigawatt deployment target for the custom processors it wants at the center of its next wave of artificial intelligence infrastructure. (broadcom.com, about.fb.com)