[DigitalToday Kyunmin Hong (홍경민), intern reporter] Meta Platforms is joining hands with Broadcom to begin large-scale adoption of its next-generation custom AI accelerator, MTIA, applying a 2-nanometre process for the first time in the world. It is accelerating work to build personalised superintelligence infrastructure for billions of users.

On April 14 (local time), SiliconANGLE reported that Meta, by expanding its partnership with Broadcom, committed an initial 1 gigawatt of MTIA capacity for its own data centres. The two companies size the rollout by power consumption rather than chip count, and are expected to expand supply to multiple gigawatts. The chip is drawing attention as the AI industry's first 2-nanometre-based custom silicon, incorporating Broadcom's design and packaging technology.

The large capacity commitment is seen as a move to directly refute recent claims in some quarters that Meta is struggling to launch the next-generation MTIA. Broadcom Chief Executive Hock Tan said the product is already shipping. He added that the company plans to sharply expand the next-generation processor to multiple gigawatts after 2027. Meta also announced last month that it is developing four new MTIA versions, underscoring that it does not intend to fall behind rivals such as Google and Amazon in the race to build in-house chips.

Meta's fundamental reason for betting heavily on its own accelerators is to reduce reliance on expensive general-purpose GPUs from Nvidia and AMD. Application-specific integrated circuits such as MTIA have a design scope limited to specific tasks, but can be cheaper to manufacture than GPUs, making them an economic alternative when building large-scale data centres. Broadcom, an experienced partner that helped Google develop its TPU in 2015 and Amazon develop custom chips in 2018, is playing a key role in the collaboration.

Broadcom's influence is also spreading beyond Meta, with agreements reached with Anthropic and Google to secure 3.5 gigawatts of next-generation processors from next year. On the back of the strong performance, Broadcom shares rose more than 3 percent in after-hours trading immediately after the announcement, and have posted a 10 percent return this year, far ahead of the market average.

Meta ultimately plans a more aggressive infrastructure buildout based on $135 billion in capital spending planned for fiscal 2026. With the addition of the Broadcom-based custom processors to the general-purpose chip supplies it has already secured from AMD and Nvidia, Meta is aiming to gain an edge in the AI race through a hybrid chip strategy.

We just announced an expanded partnership with Broadcom to co-develop multiple generations of custom silicon, ensuring we have the compute foundation to deliver on our long-term AI ambitions.https://t.co/WtHQxagAIn