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1:08
Meta extends custom chips deal with Broadcom to power AI ambitions
1 month ago
Reuters
Reuters
0:33
Meta Just Teamed Up With Broadcom for Custom AI Chips 🚀
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1 month ago
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Meta and Broadcom deepen AI chip partnership through 2029
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Meta partners with Broadcom to co-develop custom AI chips
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Meta commits to 1 gigawatt of custom chips with Broadcom
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Meta expands Broadcom AI chip deal through 2029
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Meta Extends Broadcom Partnership to 2029 for AI Chips
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Meta expanded its deal with chip designer Broadcom to develop several generations of custom processors through 2029, as it sought to build computing capacity needed to power AI features across its apps https://t.co/ypIB0Q9c8u
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The structural insanity here is barely hidden. Broadcom designs Google’s TPUs and now financing Anthropic’s purchase of the same chips through a private credit vehicle syndicated to Apollo and Blackstone. They're effectively underwriting demand for its own products by becoming a lender to its customer’s customer. The risk exposure loops back on itself in ways that would give any risk committee a collective migraine Broadcom has created a circular demand guarantee where if Anthropic can’t pay, th
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