Meta has expanded its partnership with Broadcom to develop multiple generations of custom AI processors, reducing reliance on Nvidia for its data center buildout.

Broadcom announced expanded agreements to produce next-generation AI chips for Google and a new deal with Anthropic, deepening its AI hardware partnerships.

Meta has announced a major expansion of its custom MTIA silicon program, reducing reliance on third-party chips and powering its growing AI infrastructure including recommendation systems and generative AI.

Broadcom announced it has shipped the industry's first 2nm custom compute System-on-Chip for AI workloads, built on its proprietary 3.5D Extreme Dimension System-in-Package platform, marking a major leap in AI chip density and performance.

Broadcom is emerging as a major competitor to Nvidia by providing custom AI accelerator chips to tech giants like Google, Meta, and ByteDance, signaling a shift in the AI hardware market.