Broadcom Inc CEO outlined a multi-year hardware roadmap for Meta Platforms, stating the company will deliver three generations of its custom MTIA accelerators between now and the end of 2027.

During a conference call, the executive also highlighted infrastructure scale, noting there is a line of sight for Meta to deploy 3 gigawatts of power capacity through 2028.

Strategic Hardware Roadmap

The commitment involves successive iterations of Broadcom’s custom silicon designed specifically for Meta’s AI workloads. The delivery schedule spans from the current period through the end of 2027.

Infrastructure Scale

Alongside the chip roadmap, the CEO pointed to significant energy requirements associated with Meta’s data centre expansion. The stated line of sight for 3 gigawatts of deployment through 2028 underscores the scale of capital expenditure and power procurement likely required by the social media giant.

What the Numbers Show

The linkage between the hardware delivery timeline (ending 2027) and the power deployment horizon (extending to 2028) suggests that infrastructure build-out may lag slightly behind or run parallel to the final generation of chip deployments. The 3 gigawatt figure represents a substantial load, equivalent to the output of several large nuclear reactors, indicating heavy reliance on grid-scale power solutions.

Broadcom Inc (NASDAQ: AVGO) reported fourth-quarter revenue of $34.800 billion, missing analyst estimates of $35.031 billion.

The semiconductor giant’s top-line performance fell short of market expectations for the period.

Financial Performance

The company logged a revenue miss of $231 million against consensus forecasts.

What the Numbers Show

Revenue fell $231 million below the $35.031 billion estimate, indicating near-term headwinds in demand or pricing relative to analyst models.