Meta and Broadcom Lock In Multi-Gen Chip Partnership
Meta taps Broadcom to co-develop multiple generations of its custom MTIA AI chips in a sweeping new deal.
Meta and Broadcom just went all-in on each other. The two companies announced a major expansion of their existing partnership, with Broadcom signing on to co-develop multiple generations of Meta's custom MTIA silicon.
The deal is broad in scope, extending well beyond a one-off chip collaboration. Broadcom will play a deeper role in the design pipeline for Meta's in-house AI accelerators — the chips Meta is betting on to power its massive infrastructure ambitions.
There's a twist, though. Broadcom CEO Hock Tan is planning to step down from Meta's board of directors. The timing lines up with the expanded business relationship, likely a move to sidestep potential conflicts of interest as the commercial ties between the two companies deepen significantly.
For Meta, this signals a serious long-term commitment to custom silicon rather than relying solely on off-the-shelf GPU solutions.