# Who does Meta Platforms pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/meta · Facet: suppliers · Updated: 2026-09-24T12:55:59.530542+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Meta Platforms's confirmed suppliers/cost counterparties include NVIDIA, AMD, Broadcom plus 25 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 28 cost edges, backed by 35 dated sources, 8 of them primary filings (as of 2026-09-24).

### NVIDIA (high)  → /nvidia.md
- metric: Units 224,000 (est.) · CY2024 · Omdia estimate
- note: Among the largest Nvidia Hopper GPU buyers alongside Microsoft: about 224k units in 2024 (Omdia), roughly 9% of Nvidia revenue.
- [mentions] SEC EDGAR (EN, filing, published 2026-01-29) https://www.sec.gov/Archives/edgar/data/1326801/000162828026003942/meta-20251231.htm: "10-K: FY2025 cash capex of $69.7B (up 87% from $37.3B), a surge in AI infrastructure and accelerator spend (vendors not named)."
- [confirms] heise online (EN, news, published 2024-12-19) https://www.heise.de/en/news/Microsoft-buys-most-Nvidia-accelerators-10215630.html: "Per Omdia, Meta was the second-largest US buyer of Hopper chips in 2024 at about 224,000 units."

### AMD (high)  → /amd.md
- note: Runs Llama 3/4 inference on AMD Instinct MI300X; diversifies supply via long-term Nvidia and AMD deals.
- [confirms] Seoul Economic Daily (KO, news, accessed 2026-06-20) https://www.sedaily.com/article/13803160: "AMD names Meta, with OpenAI and Microsoft, among MI300X customers."
- [mentions] Digital Today (KO, news, accessed 2026-06-20) https://www.digitaltoday.co.kr/news/articleView.html?idxno=639988: "Meta unveiled its own chip after large Nvidia and AMD deals."

### Broadcom (high)  → /broadcom.md
- note: Co-develops its own MTIA AI chip with Broadcom (chip design, packaging, networking; multi-gigawatt, multi-generation 2nm).
- [confirms] Meta Newsroom (EN, ir, published 2026-04-15) https://about.fb.com/news/2026/04/meta-partners-with-broadcom-to-co-develop-custom-ai-silicon/: "Meta announced co-developing several generations of custom XPUs (MTIA) with Broadcom across chip design, packaging and networking."
- [confirms] Electronic Times (KO, news, published 2026-04-15) https://www.etnews.com/20260415000016: "Broadcom and Meta deepen their AI-chip alliance, accelerating diversification from Nvidia."
- [confirms] Tom's Hardware (EN, analysis, accessed 2026-06-20) https://www.tomshardware.com/tech-industry/semiconductors/custom-ai-asics-examined-from-broadcom-to-mtia: "Broadcom is cited as the key ASIC partner designing and supplying Meta’s MTIA custom silicon."

### TSMC (high)  → /tsmc.md
- note: Has its own MTIA chip fabricated at TSMC 5nm (MTIA v2 mass production end-2025); 288GB HBM.
- [confirms] Tom's Hardware (EN, analysis, accessed 2026-06-20) https://www.tomshardware.com/tech-industry/semiconductors/custom-ai-asics-examined-from-broadcom-to-mtia: "MTIA v2 enters mass production on TSMC 5nm by end-2025; MTIA 400 carries 288GB HBM."
- [mentions] AI Times (KO, news, accessed 2026-06-20) https://www.aitimes.com/news/articleView.html?idxno=158708: "Meta’s AI chips are made at TSMC, with Broadcom supporting the design."

### Arista Networks (high)  → /arista.md
- note: Buys AI datacenter Ethernet switches from Arista Networks.
- [confirms] ITWorld (KO, news, published 2025-08-01) https://www.itworld.co.kr/article/3602986/: "Meta builds AI clusters on the 7700R4."
- [confirms] SEC EDGAR (EN, filing, published 2025-02-18) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ANET&type=10-K: "10-K: Ethernet-switch revenue concentrated in MS and Meta."
- [confirms] Arista (EN, ir, published 2025-02-18) https://www.arista.com/en/company/news/press-release/21096-pr-20250218: "2024 revenue $7B (+19.5%); cloud titans 48%."

### Wiwynn (high)  → /wiwynn.md
- note: Meta is 50%+ of Wiwynn revenue (Wiwynn ODM).
- [confirms] TrendForce (EN, research, published 2025-05-05) https://www.trendforce.com/news/2025/05/05/news-microsoft-meta-ramp-up-ai-spend-lifting-nvidias-taiwanese-odm-partners-foxonn-quanta-and-wiwynn/: "Meta is 50%+ of Wiwynn revenue (Wiwynn ODM)."

### Vistra (high)  → /vistra.md
- note: Sources datacenter power from Vistra nuclear via PPA.
- [confirms] SEC EDGAR (EN, filing, published 2026-01-01) https://www.sec.gov/Archives/edgar/data/0001692819/000119312526002589/d62722dex991.htm: "Sources datacenter power from Vistra nuclear via PPA."
- [confirms] DCD (EN, news, published 2025-09-01) https://www.datacenterdynamics.com/en/news/vistra-in-discussions-with-data-center-operators-to-increase-nuclear-power-output/: "Sources datacenter power from Vistra nuclear via PPA."

### 에버퓨어 (구 퓨어스토리지) (high)  → /pure-storage.md
- note: Adopts Pure DirectFlash for massive-scale storage.
- [confirms] AInvest (EN, news, published 2025-08-01) https://www.ainvest.com/news/surging-ai-storage-synergy-pure-storage-meta-partnership-green-light-long-term-growth-2508/: "Adopts Pure DirectFlash for massive-scale storage."

### Corning (high)  → /corning.md
- note: Sources datacenter fiber/connectivity from Corning.
- [confirms] RCR Wireless (EN, news, published 2026-06-11) https://www.rcrwireless.com/20260611/connectivity/corning-ai-infra: "Sources datacenter fiber/connectivity from Corning."

### NextEra Energy (high)  → /nextera-energy.md
- note: Sources datacenter power via NextEra PPA (2.5GW).
- [confirms] EnkiAI (EN, research, published 2026-01-01) https://enkiai.com/ai-market-intelligence/nextera-ai-strategy-2025-powering-data-centers-with-nuclear: "Sources datacenter power via NextEra PPA (2.5GW)."

### 엔터지 (high)  → /entergy.md
- note: Meta receives power for its northern Louisiana data center under an electric service agreement with Entergy Louisiana, while regulators approved three combined-cycle plants and related transmission infrastructure totaling 2,262 MW of new generation to support the data center.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/65984/000006598426000174/etr-20251231.htm: "a new data center to be developed by a subsidiary of Meta Platforms, Inc. ... for which an electric service agreement has been executed"
- [confirms] Korea Energy Economics Institute (KO, research, published 2025-12-31) https://www.keei.re.kr/boardDownload.es?bid=0001&list_no=127044&seq=1: "Entergy Louisiana plans more than 2 GW of additional gas-fired generation to supply new electricity to Meta."
- [confirms] Entergy (EN, ir, published 2025-08-20) https://www.entergy.com/news/entergy-louisiana-receives-lpsc-approval-for-major-infrastructure-investments-to-support-metas-data-center-and-improve-reliability: "Entergy Louisiana will build several new transmission facilities to serve Meta's data center."

### WEC 에너지 그룹 (high)  → /wec-energy-group.md
- note: Meta Platforms is the 10-year power offtaker for the Jayhawk wind project, of which WEC owns 90% and holds 99% of the tax benefits.
- [confirms] SEC EDGAR (EN, filing, published 2025-12-05) https://www.sec.gov/Archives/edgar/data/783325/000078332525000068/a122025decemberfinal.htm: "Jayhawk Wind Farm ... Meta Platforms Inc. - 10 years"

### Luxshare (mid)  → /luxshare.md
- metric: Amount $520M · FY2026 · Vietnam investment for Meta VR production
- note: Contract manufacturer of Meta's VR devices, investing about $520M in Vietnam in 2026 to expand VR production.
- [confirms] DigiTimes (EN, news, published 2026-01-06) https://www.digitimes.com/news/a20260106PD208/luxshare-electronics-hardware-demand-manufacturing.html: "Luxshare Precision is making a new round of investment of about $520M in Vietnam focused on virtual reality devices for Meta Platforms."

### Quanta (mid)  → /quanta.md
- note: Sources GB200 AI servers from Quanta.
- [confirms] TweakTown (EN, news, published 2024-08-01) https://www.tweaktown.com/news/98852/nvidias-new-gb200-ai-servers-led-by-foxconn-with-40-and-quanta-30-ships-in-q3-2024/index.html: "Sources GB200 AI servers from Quanta."

### SK하이닉스 (mid)  → /sk-hynix.md
- note: Supplies HBM for MTIA (288GB) and data-center memory (supplier/volume undisclosed).
- [confirms] Tom's Hardware (EN, analysis, accessed 2026-06-20) https://www.tomshardware.com/tech-industry/semiconductors/custom-ai-asics-examined-from-broadcom-to-mtia: "MTIA 400 carries 288GB of HBM at 9.2 Tbps."

### Astera Labs (mid)  → /astera-labs.md
- note: A key hyperscaler customer buying retimers and fabric connectivity directly.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-10) https://www.sec.gov/Archives/edgar/data/1736297/000173629726000010/alab-20251231.htm: "Astera Labs’ 10-K lists Meta among its concentrated hyperscaler customers."

### CoreWeave (mid)  → /coreweave.md
- note: Rents GPU-cloud compute from CoreWeave.
- [confirms] ZDNet Korea (KO, news, published 2025-09-16) https://zdnet.co.kr/view/?no=20250916175927: "Rents GPU-cloud compute from CoreWeave."

### Western Digital (mid)  → /western-digital.md
- note: WDC HDDs for datacenter mass storage.
- [confirms] Stocktwits (EN, research, published 2026-01-01) https://stocktwits.com/news-articles/markets/equity/how-wdc-stx-stocks-became-unlikely-ai-winners-of-2025/cLIussoRENn: "WDC HDDs for datacenter mass storage."

### Constellation Energy (mid)  → /constellation-energy.md
- note: Sources AI-datacenter power from Constellation nuclear.
- [confirms] Electimes (KO, news, published 2025-06-01) https://www.electimes.com/news/articleView.html?idxno=355996: "Sources AI-datacenter power from Constellation nuclear."

### Eaton (mid)  → /eaton.md
- note: Sources datacenter power/UPS from Eaton.
- [confirms] SEC EDGAR (EN, filing, published 2025-10-30) https://www.sec.gov/Archives/edgar/data/0001551182/000155118225000033/etn09302025exhibit99.htm: "Sources datacenter power/UPS from Eaton."
- [confirms] TheElec (KO, news, published 2024-01-01) https://www.thelec.kr/news/articleView.html?idxno=21516: "Sources datacenter power/UPS from Eaton."

### Schneider Electric (mid)  → /schneider-electric.md
- note: Sources datacenter power/cooling from Schneider.
- [confirms] Schneider Electric (EN, filing, published 2026-04-30) https://www.se.com/ww/en/assets/pdf/release-q1-revenues-2026: "Sources datacenter power/cooling from Schneider."
- [confirms] DCD (EN, news, published 2025-09-01) https://www.datacenterdynamics.com/en/news/schneider-electric-co-develops-gb200-nvl72-reference-architecture-with-nvidia/: "Sources datacenter power/cooling from Schneider."

### Oklo (mid)  → /oklo.md
- note: Sources AI-datacenter power from next-gen SMRs (Oklo, etc.).
- [confirms] Fortune (EN, news, published 2026-02-07) https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/: "Sources AI-datacenter power from next-gen SMRs (Oklo, etc.)."

### Super Micro (mid)  → /super-micro.md
- note: AI servers to Meta.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-10) https://www.sec.gov/Archives/edgar/data/1736297/000173629726000010/alab-20251231.htm: "AI servers to Meta."

### Caterpillar (mid)  → /caterpillar.md
- note: Gensets to Meta datacenters.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-10) https://www.sec.gov/Archives/edgar/data/1736297/000173629726000010/alab-20251231.htm: "Gensets to Meta datacenters."

### Celestica (mid)  → /celestica.md
- note: 1.6T switches/AI racks to Meta.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-10) https://www.sec.gov/Archives/edgar/data/1736297/000173629726000010/alab-20251231.htm: "1.6T switches/AI racks to Meta."

### Luxshare Precision (mid)  → /luxshare.md
- note: A contract manufacturer of Meta's VR hardware (Quest and related), a cost node in Meta's hardware supply chain.
- [confirms] DigiTimes (EN, news, published 2026-01-06) https://www.digitimes.com/news/a20260106PD208/luxshare-electronics-hardware-demand-manufacturing.html: "Luxshare Precision is expanding Vietnam capacity to produce VR devices for Meta."

### 이오플링크 (mid)  → /eoptolink.md
- note: Deep binding with North American hyperscalers: Chinese media estimate Meta at ~20% of procurement; overseas sales were 94.4% of H1 2025 revenue (CNY 9.86bn).
- [mentions] Securities Times (STCN) (ZH, news, published 2025-08-25) https://stcn.com/article/detail/3262520.html: "Overseas revenue reached 94.4% with overseas sales of CNY 9.86bn."
- [confirms] Sina Finance (ZH, news, published 2025-08-19) https://finance.sina.com.cn/roll/2025-08-19/doc-infmpqic6037502.shtml: "Meta accounts for 20% of procurement; Microsoft order value rose more than 50%."

### 엑셀 에너지 (mid)  → /xcel-energy.md
- note: Meta receives power from Xcel Energy for its data center in Rosemount, Minnesota, and pays for transmission and other extensions needed to serve the site, but the total power contract value was not disclosed.
- [confirms] Xcel Energy Stories (EN, ir, published 2024-03-15) https://stories.xcelenergy.com/stories/Building-the-21st-century-economy--Xcel-Energy-to-power-new-Meta-data-center: "These upgrades and extensions to serve the data center are paid for by Meta."

Reverse side: https://valuechain.wiki/meta/customers.md · Ripple: https://valuechain.wiki/meta/ripple.md

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Full node: https://valuechain.wiki/meta.md · JSON: https://valuechain.wiki/meta.json