$Meta Platforms(META.US) Broadcom has expanded its strategic partnership with Meta, committing to a multi-year deployment of Meta's custom silicon for AI through 2029. The initial phase exceeds 1 GW, part of a larger multi-gigawatt rollout aimed at enhancing Meta's AI data centers with next-generation chips, including a pioneering 2 nm AI compute accelerator. This is extremely bullish for both companies as the collaboration would most likely lead to an advancement in technology which can accelerate Meta's data centers' efficiency and, therefore, improve margins. Meta is already one of the fastest cash generating top tier company out in the market, and with this latest collaboration, I expect Meta to thrive in profits. @Bridge Buzz SG

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