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.