### @META — Confirmed — from the Q1 2026 earnings call and annual filing; the Broadcom-Meta confirmation is bilateral
I mean, Meta Compute is rolling out more than a gigawatt of our own custom silicon with Broadcom, a significant amount of AMD chips and NVIDIA systems — three suppliers, custom and merchant growing together. Broadcom names us as a custom accelerator customer on their side too. We're expanding our data-center footprint and signing multi-year cloud deals that come online across 2026 and 2027. The blunt counterweight: Reality Labs lost $19.2 billion from operations in 2025 against $2.2 billion of revenue, and the Family of Apps' $102.5 billion operating income funds it.
- tier: Confirmed (✓)
- source: META / Meta Compute: three suppliers, and the metaverse bill
- receipt: https://ticker.thevixguy.com/p/p-day-20260728-meta-src-meta-compute-three-suppliers-rotation
- posted: 2026-07-28T12:48:08.274Z