Meta has expanded its partnership with chip designer Broadcom to develop multiple generations of custom artificial intelligence processors through 2029. This deal is a strategic move by the social media giant to bolster the massive computing infrastructure required for AI features across its various platforms. The agreement includes an initial commitment of over one gigawatt of power—sufficient to supply roughly 750,000 U.S. households—and marks the beginning of a larger, multi-gigawatt infrastructure rollout.
As part of the announcement, Broadcom CEO Hock Tan will transition from Meta’s board of directors to an advisory role specifically focused on the company’s custom chip strategy. The collaboration highlights a broader industry trend where tech leaders like Meta, Google, and Amazon are developing in-house silicon to decrease their dependence on expensive processors from Nvidia. This surge in custom chip demand has significantly benefited Broadcom, which provides both development expertise and essential networking technology to link Meta’s vast AI computer clusters.
Meta’s hardware roadmap includes four upcoming chips, starting with the MTIA 300, which is currently used for content ranking and recommendations. Subsequent generations, expected through 2027, will focus on inference to improve how AI models handle user inquiries. Meta CEO Mark Zuckerberg stated that this foundation is critical for providing “personal superintelligence” to billions of users globally. In unrelated board news, Meta also confirmed that director Tracey Travis will not seek re-election at the next annual meeting.
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