In disclosures due to Broadcom CEO Hock Tan's presence on the Meta board, Meta says it paid Broadcom $2.3B in 2025; Tan is leaving the board (Martin Peers/The Information)
THE SO WHAT
$2.3B to a single chip vendor in 2025 is a reminder that hyperscaler AI is now a multi-billion-dollar line item per supplier — and board conflicts are no longer cosmetic. If you’re a large buyer, expect more scrutiny on vendor-governance ties; if you’re a supplier, this is the bar for strategic relevance.
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