MetaとBroadcom、AIチップ共同開発で大型契約に合意

2 Min ReadMeta has confirmed an expanded partnership with Broadcom to develop custom silicon to power the social media giant's long-term AI ambitions.In a statement, Meta revealed that it will work with Broadcom to design and build multiple generations” of its Meta Training and Inference Accelerator chips.The MTIA chip is Meta's purpose-built accelerator optimized for inference at scale, and the company recently unveiled plans to develop four new generations over the next two years. This new deal is designed to support this effort.The rapid rollout of the chips -- the industry's first 2-nanometer AI compute accelerators -- is made possible by Broadcom's XPU (Custom Accelerator) platform. Using the platform as a foundation enables the companies "to tightly couple logic, memory, and high-speed I/O for current deployments," according to a separate statement from Broadcom. At the same time, it establishes an adaptable blueprint that enables future iterations over the coming years.Related:The Real AI Shift Isn’t New Models. It’s Control.The initial agreement includes a commitment by Broadcom to provide more than 1 gigawatt of compute capacity. Broadcom said this is only the initial phase of a "sustained, multi-gigawatt rollout" that aims to deliver on Meta’' long-term goal of delivering personal superintelligence to billions of people around the world using apps such as Meta social media platforms WhatsApp, Instagram and ThreadsWhile no financial details were disclosed, the sums involved are likely to run into hundreds of billions of dollars due to the deal's vast scale.Meta has made no secret of its desire to build up its AI infrastructure, committing $135 billion in 2025 alone, while reducing its reliance on third-party suppliers such as Nvidia, and this latest deal underscores that ongoing effort."Meta is partnering with Broadcom across chip design, packaging and networking to build out the massive computing foundation we need," Meta CEO Mark Zuckerberg said in a statement. "This partnership will give us greater performance and efficiency for everything we’re building."As part of the deal, Broadcom CEO Hock Tan will relinquish his position on the Meta board and move into an advisory role.The extended alliance constitutes another big win for Broadcom. Earlier this month, the vendor agreed to a significant deal said to be worth hundreds of billions of dollars to supply 3.5 gigawatts of next-generation Google TPU chips to Anthropic. At the same time, Broadcom also revealed that it had made a separate agreement with Google to design and supply future TPU chips.Related:OpenAI GPT-5.4-Cyber is More Open Than Claude MythosAbout the AuthorContributing WriterGraham Hope has worked in automotive journalism in the U.K. for 26 years, including spells as editor of leading consumer news website and weekly Auto Express and respected buying guide CarBuyer.