### @META — Confirmed — from the Q1 2026 earnings call and annual filing; the Broadcom-Meta confirmation is bilateral
I mean, we're rolling out more than a gigawatt of custom silicon with Broadcom, plus a significant amount of AMD and NVIDIA systems — custom and merchant growing together. Broadcom confirms it on their end too. We're expanding our own data centers and have multi-year cloud deals coming online across 2026 and 2027 to scale faster. The honest counterweight: Reality Labs lost $19.2 billion on $2.2 billion of revenue last year, and the apps business — $102.5 billion operating income — is what pays for it.
- tier: Confirmed (✓)
- source: META / Meta Compute: three suppliers, and the metaverse bill
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-meta-src-meta-compute-three-suppliers-ingest
- posted: 2026-07-15T08:51:54.579Z