Meta Expands Partnership With Broadcom

Meta said this week that it is expanding its partnership with Broadcom to build several generations of custom AI processors, extending the relationship through 2029 as it races to add more computing capacity across its apps (Reuters, 2026).

The AI race is now looking less like a software competition and more like a struggle over who controls the stack. Meta is trying to secure the hardware foundation needed to keep shipping AI at planetary scale.

The expanded deal includes an initial commitment of more than one gigawatt of computing capacity, which is roughly enough to power 750,000 U.S. homes on average (Reuters, 2026). Meta also said this is only the first phase of a broader multi-gigawatt rollout, which tells you the company is thinking in infrastructure terms now, not just product terms.

The chips sit inside Meta’s MTIA program, short for Meta Training and Inference Accelerator, and the first one, MTIA 300, already powers the company’s ranking and recommendation systems (Reuters, 2026).  Reuters Three more chips are due through 2027, with later generations designed for inference, meaning the part where AI systems actually respond to user queries (Reuters, 2026).

As part of the deal, Broadcom CEO Hock Tan will leave Meta’s board and move into an advisory role on Meta’s custom chip strategy. That shows how closely strategy, supply chains, and corporate power are now being tied together in AI.