Meta expands Broadcom chip deal
Bloomberg reported that Meta has broadened its partnership with Broadcom to secure custom AI chips intended to power Meta’s platform services and AI workloads. The arrangement signals continued investment in proprietary infrastructure for social and ad products. (x.com)
Meta and Broadcom have expanded their custom chip partnership through 2029 as Meta pushes more of its artificial intelligence computing onto in-house silicon. (about.fb.com) The deal covers multiple generations of Meta’s Training and Inference Accelerator, or MTIA, the company’s custom chip for training models and running them in products after launch. Broadcom said it will support chip design, advanced packaging and Ethernet networking for the program. (broadcom.com) Meta said it has made an initial deployment commitment of more than 1 gigawatt of MTIA capacity, with a roadmap that scales to multiple gigawatts over time. Reuters reported the agreement was announced on April 14, 2026. (broadcom.com) (finance.yahoo.com) Custom chips are built for one company’s own workloads, rather than sold as general-purpose processors to the whole market. Meta said that matters for recommendation systems, advertising systems and generative artificial intelligence features across WhatsApp, Instagram, Facebook and Threads. (about.fb.com) The move extends a strategy Meta has been building for years as it tries to reduce its dependence on standard graphics processing units for every artificial intelligence task. Reuters reported Meta has already used MTIA chips for recommendation models and has been expanding them into generative artificial intelligence workloads. (finance.yahoo.com) Broadcom framed the project as part of the infrastructure Meta needs to deliver real-time generative artificial intelligence features to billions of users. The chipmaker said its XPU platform, its system for building custom accelerators, is the foundation for the MTIA work. (broadcom.com) The announcement came with a governance change as well. Bloomberg and CNBC reported that Broadcom Chief Executive Hock Tan will leave Meta’s board when his term expires at Meta’s annual meeting. (bloomberg.com) (cnbc.com) Broadcom shares rose after the news on April 15, 2026, as investors treated the longer commitment as a sign that large technology companies still plan to spend heavily on artificial intelligence infrastructure. Meta’s next step is to turn that multiyear chip plan into enough working capacity to run its apps and advertising systems at scale. (msn.com) (about.fb.com)
