Overview
- Meta and Broadcom, in a Tuesday announcement, expanded their partnership through 2029 to co‑develop MTIA chips with an opening commitment above 1 gigawatt.
- Broadcom will provide its XPU custom accelerator platform plus Ethernet networking to design, build, and connect MTIA systems across Meta’s AI data centers.
- Broadcom CEO Hock Tan will leave Meta’s board to serve as an advisor focused on Meta’s custom silicon roadmap.
- The companies describe upcoming MTIA accelerators as 2‑nanometer class, with MTIA 300 already running Meta’s ranking and recommendation systems and more generations due by 2027.
- Broadcom shares rose about 3 percent in after‑hours trading after the news, as hyperscalers push custom chips to cut dependence on general‑purpose GPUs.