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According to the agreement, the two companies will jointly develop multiple generations of Meta Training and Inference Accelerators (MTIA), with the cooperation framework extending until 2029. Meanwhile, it was also disclosed that Broadcom CEO Hock Tan will officially leave the Meta board of directors after his term ends at Meta's annual shareholders meeting.

Once disruption occurs, the impact is not limited to oil and gas prices—it continuously spreads along the raw materials system to the industrial production side. The Red Sea crisis has changed transport routes, while the Hormuz shock impacts the supply itself. The problem does not lie in short-term price fluctuations, but in the repeated validation of supply constraints. When this happens, the industry chain will shift its priority from efficiency to security, and the original division of labor will be adjusted accordingly. Opportunities do not stem from demand expansion, but from the mismatch between supply gaps and substitution capabilities. China possesses substitution capability in certain chains, making it a relative beneficiary. From the supply side downward, the structural space is mainly evolving along three paths: a stability premium in the energy system, a repricing of food security, and a reassessment of the substitution path in manufacturing.

The company's CEO said in an interview: "If a project takes 18 to 24 months to deliver, we need to discuss with regulators how to speed up the process, perhaps shortening the timeline to 12 to 16 months."