Broadcom, Meta Platforms announce expanded partnership for MTIA chips

Broadcom (AVGO) and Meta (META) announced a multi-year, multi-generation strategic partnership to support Meta’s artificial intelligence compute infrastructure. Building on their existing partnership, Broadcom will deliver technology supporting Meta Training and Inference Accelerator, or MTIA, chips, with plans to extend through 2029. This technology will serve as the backbone for Meta’s deployment of AI data centers. The initial commitment exceeds 1GW and is the first phase of a sustained, multi-gigawatt rollout. This reinforces a shared roadmap to co-design and scale the hardware required to bring generative AI features and “personal superintelligence” to billions of people globally across apps like WhatsApp, Instagram, and Threads. Central to this expanding infrastructure footprint is the rapid deployment of Meta’s MTIA silicon, made possible by deep engineering co-design through Broadcom’s XPU platform. This platform approach allows Broadcom and Meta to couple logic, memory, and high-speed I/O for current deployments, while establishing a blueprint to co-develop future iterations of the MTIA portfolio over the coming years. Broadcom is delivering its Ethernet networking solutions to address scale-up, scale-out, and scale-across requirements. Broadcom CEO Hock Tan will transition off of Meta’s board of directors and into an advisor role for Meta, where he’ll provide guidance on Meta’s custom silicon roadmap and help shape the future of their infrastructure investments.