Broadcom and Meta this week announced the extension of their relationship with a long-term agreement under which Broadcom will supply Meta multiple generations of custom-designed Meta Training and Inference Accelerator (MTIA) hardware through 2029. The package includes supplying hundreds of thousands of AI processors. The deal is significant enough for Hock Tan, chief exec of Broadcom, to leave Meta's board of directors, ostensibly to avoid a conflict of interest.
Under the terms of the deal, Broadcom will supply Meta multiple generations of custom-designed AI accelerators for training and inference that will be built around Broadcom's foundational XPU platform, which enables to combine custom differentiating silicon with standard logic, memory, and high-speed I/O to greatly improve efficiency and lower the cost of such bespoke processors. The companies are tight-lipped about the exact volumes of hardware to be supplied, though they say that it will consume multiple gigawatts of power, with initial commitments exceeding 1 GW of compute capacity. In addition, Broadcom will supply Meta Ethernet networking solutions for scale-up, scale-out, and scale-across requirements.
