Meta Locks In Multi-Gigawatt Broadcom AI Chip Deal Through 2029 Amid $135 Billion Infrastructure Push
Summary
Meta locks in a massive multi-gigawatt AI chip deal with Broadcom through 2029, deploying cutting-edge 2-nanometer MTIA silicon as part of a staggering $135 billion infrastructure push that also spans partnerships with Nvidia, AMD, and Arm Holdings.
Key Points
- Meta Platforms commits to deploying 1 gigawatt of custom AI chips using Broadcom technology as part of a multi-gigawatt deal extending their partnership through 2029.
- Broadcom CEO Hock Tan announces he will not seek reelection to Meta's board after joining in 2024, with Meta board member Tracey Travis also set to depart.
- Meta's MTIA chips, set to be the first AI silicon built on a 2 nanometer process, are part of a massive AI infrastructure push that includes up to $135 billion in AI spending and deals with AMD, Nvidia, and Arm Holdings in 2026.