Meta & Broadcom lock in MTIA chip deal through 2029
Meta extends its custom silicon push with Broadcom, targeting multi-gigawatt 2nm AI chip deployment across its apps.
Meta and Broadcom have announced a multi-year, multi-generation partnership to scale Meta's custom MTIA (Meta Training and Inference Accelerator) chips — extending the deal through 2029.
Broadcom will provide chip design, packaging, and networking tech based on its XPU platform, with the initial rollout targeting the industry's first 2nm AI accelerator for Meta's data centers. The initial deployment exceeds 1 gigawatt of compute capacity, with plans for multi-gigawatt expansion to power AI across WhatsApp, Instagram, and Threads.
In a notable move, Broadcom CEO Hock Tan is stepping down from Meta's board to an advisory role focused on its custom silicon roadmap.
Why it matters: Meta is aggressively de-risking its dependence on Nvidia by building out proprietary silicon at scale — this deal signals it's serious about owning the full AI stack.
Sources
- Meta, Broadcom Deepen Ties on Chips; Tan Departs Meta's Board bloomberg.com
- Broadcom Announces Extended Partnership with Meta to Deploy MTIA stocktitan.net
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