Meta Expands Broadcom AI Chip Partnership

Meta Platforms Inc. announced an expanded partnership with Broadcom Inc. on Tuesday to develop multiple generations of custom artificial intelligence processors, committing to an initial deployment of more than one gigawatt of computing capacity through 2029. The agreement, described as the first phase of a larger multigigawatt rollout, aims to bolster Meta's infrastructure for AI features across its apps and services.

Under the deal, Broadcom will collaborate with Meta on chip design, advanced packaging, and networking technologies, including Ethernet solutions to connect expanding AI compute clusters. The new processors, part of Meta's Training and Inference Accelerator program known as MTIA, will mark the first custom AI silicon in the industry to use a 2-nanometer manufacturing process. This extends an existing collaboration that has already produced the MTIA 300, which powers ranking and recommendation systems on platforms like Facebook and Instagram. Three additional generations are planned through 2027, focusing primarily on inference tasks that enable AI models to respond to user queries in real time.

The partnership reflects Meta's push to build specialized hardware...