Broadcom Inc

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Broadcom: Are You Listening Yet? Latest XPU Announcement From Meta Aligns With Our Bullish XPU Call

William Kerwin

Apr 14, 2026

Broadcom announced a multiyear partnership with Meta Platforms for its custom MTIA XPU chips. The partnership includes one gigawatt as the start of a multigigawatt buildout that encompasses XPUs, networking, and optical chips. No timeline was provided.

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Broadcom Inc

Broadcom: Are You Listening Yet? Latest XPU Announcement From Meta Aligns With Our Bullish XPU Call

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