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21:00
Sep 02 ◎
Sep 02 ◎
GOOGL
ANTHROPIC
OPENAI
META
2454.TW
▾
HIGH
Google is a key and growing custom accelerator (TPU) customer, with a new long-term agreement for multi-tens of billions of dollars of TPUs annually, indicating deepening reliance on Broadcom's custom silicon and networking.
"During the quarter, we delivered Ironwood TPU v7, version 7, in high volume to both Entropic and Google. At the same time, We began production shipments of the next generation TPU version 8i for Google."
GOOGL WATCH
Anthropic (Entropic) is scaling its custom TPU deployments aggressively, becoming Broadcom's largest XPU customer by 2027, with planned gigawatt-scale deployments indicating massive demand for custom accelerators.
"Starting with the one gigawatt of iron wood we are deploying in 2026, we expect Entropic to deploy another five gigawatts of TPU V version 8i in 2027. And in 2028, we have clear line of sight to deliver an incremental 10 gigawatts"
ANTHROPIC WATCH
OpenAI is ramping production of its custom accelerator 'Jalapeno' with Broadcom, and plans to deploy over 5 gigawatts by 2028, making it a top-two customer and signaling a major shift away from merchant GPUs.
"In Q3, We also ship Jalapeno, OpenAI's first generation custom accelerator which outperforms Grace Blackwell GPU for inference workloads."
OPENAI WATCH
Meta is on track to receive three generations of custom MTIA accelerators from Broadcom, representing a significant and growing source of custom silicon demand.
"Our partnership with Meta to deliver multiple generations of MTIA XPUs remains on track. Between now and the end of 2027, we will be delivering three generations of MTIA accelerators to Meta."
META WATCH
Broadcom claims to be shipping its next-gen TPU before a competing MediaTek product that was initiated earlier, highlighting its execution speed in custom silicon design.
"Broadcom is now shipping the TPU version 8i ahead of the MediaTek version V8t, which in fact was initiated earlier."
2454.TW WATCH
Broadcom's custom Ethernet switch 'Tomahawk Ultra' is enabling scale-up networking within GPU/XPU clusters for the first time, potentially disrupting proprietary GPU interconnect solutions. — If Ethernet-based scale-up proves viable, it could challenge proprietary, high-bandwidth scale-up networks, opening the door for Broadcom's networking solutions in a key segment where Nvidia's NVLink has been dominant.
"As OpenAI announced last week, Jalapeno outperforms the Grace Blackwell Ultra in performance, but want latency, throughput, and power. And it's actually comparable. to Verirubin GPUs in running OpenAI workloads."
NVDA WATCH
ANET WATCH
HIGH
21:00
Jun 03 ◎
Jun 03 ◎
META
APO
GOOGL
OPENAI
BX
▾
HIGH
Meta is a significant new customer with a 3-gigawatt commitment through 2028, with the first 1-gigawatt order already placing, indicating a strong and immediate ramp for Broadcom's custom silicon.
"For META, in April, we announced a partnership to deliver multiple generations of MTIA XPUs. And under this agreement, we expect to deploy 3 gigawatts through the end of 2028. The initial order for one gigawatt, which includes XPUs and our"
META WATCH
Partnership with Apollo and Blackstone to fund the AI XPV platform is a novel strategy to finance and deploy over 20 gigawatts of compute, positioning these investors as key enablers of AI infrastructure growth and creating a new demand channel for Broadcom's chips.
"To deliver this vision, we are creating the AI XPV platform with Apollo and Blackstone and other leading investors to deploy more than 20 gigawatts of compute capacity through 2028. The first trench of this platform valued at $35 billion"
APO WATCH
Broadcom has secured a multi-generational, substantial supply agreement with Google for TPUs, solidifying its position as a key AI silicon partner and extending its revenue visibility far into the future.
"with Google, we announced in April that we entered into a long-term agreement to develop and supply multiple generations of TPUs and AI networking."
GOOGL WATCH
OpenAI's commitment to 10 gigawatts by 2029 is a major driver of Broadcom's long-term growth, with production starting late 2026 and a contractual deployment of 1.3 gigawatts in 2027.
"For OpenAI, we have delivered silicon and we are on track for production late 2026. We have a contractual commitment to deploy 1.3 gigawatts in 2027 as part of the larger 10 gigawatts that by 2029 agreement we announced last year."
OPENAI WATCH
As a partner in the AI XPV platform, Blackstone is part of a major capital deployment initiative for AI compute, creating a robust and funded pipeline for Broadcom's products.
"To deliver this vision, we are creating the AI XPV platform with Apollo and Blackstone and other leading investors to deploy more than 20 gigawatts of compute capacity through 2028."
BX WATCH
VMware Cloud Foundation 9.1 will support Nvidia GPUs, positioning Broadcom's software to manage heterogeneous AI environments alongside its own XPUs.
"This release adds heterogeneous compute support across GPUs and CPU architectures, including AMD, Intel, and Nvidia platforms"
NVDA WATCH
VMware Cloud Foundation 9.1 will support AMD platforms, enabling Broadcom's software to manage heterogeneous AI environments.
"This release adds heterogeneous compute support across GPUs and CPU architectures, including AMD, Intel, and Nvidia platforms"
AMD WATCH
VMware Cloud Foundation 9.1 will support Intel platforms, enabling Broadcom's software to manage heterogeneous AI environments.
"This release adds heterogeneous compute support across GPUs and CPU architectures, including AMD, Intel, and Nvidia platforms"
INTC WATCH
Broadcom is shifting to a co-investment model, creating the AI XPV platform with Apollo/Blackstone to fund and deploy over 20 gigawatts of compute, effectively financing customer demand with outside capital. — This decouples Broadcom's revenue growth from the front-line AI labs' capital budgets, creating a new, fully-funded demand pool and enabling them to scale customers like Anthropic faster than internal cash flows would allow.
"For Entropic, as you know, for 2026, we are providing access to Broadcom TPU based compute of over 1 gigawatts. In April, we entered into an agreement to enable Entropic to access another 5 gigawatts of next generation TPU based compute"
ANTHROPIC WATCH
Despite gross margin dilution from AI mix, Broadcom's guidance is exceptionally bullish, with AI revenue expected to nearly double again in FY2027 and reach over $100 billion, driven by 'insatiable' demand and strong bookings.
"For the full year 2026, we expect to achieve AI semiconductor revenue of $56 billion, up approximately 180% from fiscal 2025. Now, we expect this momentum to continue into fiscal year 2027 and reiterate our AI semiconductor revenue"
AVGO WATCH
HIGH
22:00
Mar 04 ◎
Mar 04 ◎
ANTHROPIC
GOOGL
META
OPENAI
AVGO
▾
HIGH
Anthropic's custom TPU demand with Broadcom is scaling dramatically, surging from 1GW in 2026 to over 3GW in 2027, signaling massive compute capacity expansion.
"For Entropic, we are off to a very good start in 2026 for one gigawatt of TPU compute. And for 2027, this demand is expected to surge in excess of three gigawatts of compute."
ANTHROPIC WATCH
Google's demand for Broadcom's custom TPUs remains strong, with growth expected to continue through 2027 and beyond with next-generation TPUs.
"For Google, we continue our trajectory of growth in 26 with strong demand for the seventh generation Ironwood TPU. In 2027 and beyond, we expect to see even stronger demand from next generations of TPU."
GOOGL WATCH
Broadcom is refuting rumors of Meta's MTIA program being canceled, confirming active shipments and strong scaling to multiple gigawatts in 2027 and beyond.
"Now, contrary to recent analyst reports, Meta's custom accelerator MTIA roadmap is alive and well. We're shipping now. And in fact, for the next generation XPUs, we will scale to multiple gigawatts in 27 and beyond."
META WATCH
OpenAI is a new, sixth customer for Broadcom's custom XPUs, expected to deploy over 1GW of compute capacity in 2027, further validating Broadcom's custom silicon strategy.
"We also now have a sixth customer. We expect OpenAI to deploy in volume their first generation XPU in 2027 and over one gigawatt of compute capacity."
OPENAI WATCH
Broadcom's guidance is aggressively positive, with AI chip revenue expected to exceed $100B in 2027, driven by custom XPU deployments and secure supply chain capacity.
"we have line of sight to achieve ai revenue from for chips just chips in excess of 100 billion in 2027"
AVGO WATCH
Broadcom's custom XPU deployments are shifting from single-purpose training to specialized, disaggregated architectures with separate chips for training and inference, driving a need for more silicon per customer. — This signifies a strategic shift away from Nvidia's general-purpose GPUs, as hyperscalers and LLM developers demand increasingly specialized silicon to improve efficiency and performance.
"they will start to develop two chips each year simultaneously. One for training, one for inference to be specialized."
NVDA WATCH
Broadcom is guiding for direct attach copper (DAC) to remain the primary scale-up interconnect through 400G, delaying the adoption of co-packaged optics (CPO) despite being a leader in the technology. — This indicates a slower-than-expected adoption timeline for CPO, potentially impacting companies with significant CPO investments, while validating Broadcom's DAC-centric approach.
"we expect as a composition of our total AI revenue in any quarter, that we'll be ranging between probably 33% to 40% AI networking components."
MRVL WATCH
HIGH
22:00
Dec 11 ◎
Dec 11 ◎
MRVL
GOOGL
AAPL
OPENAI
TSM
▾
HIGH
Broadcom's AI backlog of $73 billion (delivered over 18 months) includes ~$20 billion of non-XPU networking components (switches, DSPs, lasers), indicating a substantial merchant silicon opportunity. — The size of the merchant component backlog implies significant share gains in AI networking and suggests competitors are losing sockets.
"of the 73 billion or ai revenue backlog over the next 18 months i talked about maybe 20 billion of it is everything else. The rest is XPUs."
MRVL WATCH
ALAB WATCH
Broadcom's largest XPU customer is expanding the use of its TPUs beyond internal workloads to external AI cloud customers, broadening the market for Broadcom's custom accelerators.
"Best exemplified at Google, where the TPUs used in creating Gemini are also being used for AI cloud computing by Apple, Cohere, and SSI as a sample."
GOOGL WATCH
Apple is an external user of Google's TPU-based AI cloud, indicating it is consuming AI compute from an alternative source.
"Best exemplified at Google, where the TPUs used in creating Gemini are also being used for AI cloud computing by Apple, Cohere, and SSI as a sample."
AAPL WATCH
OpenAI is a key customer for Broadcom's custom XPUs and a strategic partner for future AI infrastructure, with a 10-gigawatt agreement spanning 2027-29.
"And that's, I call it an agreement, an alignment of where we're headed with respect to a very respected and valued customer open AI."
OPENAI WATCH
Broadcom remains reliant on TSMC for leading-edge silicon capacity, and secures allocations to support its AI backlog.
"Silicon-wise, now we go back to the same precious source in Taiwan, TSMC. And so we keep going for more and more capacity in two nanometers, three nanometers."
TSM WATCH
Broadcom's guidance is exceptionally bullish, with AI revenue expected to double in Q1 FY26 and a record $73 billion AI backlog driving accelerating growth through 2026.
"we see the spending momentum by our customers for in AI continuing to accelerate in 2026"
AVGO WATCH
Broadcom is insourcing advanced packaging for AI accelerators at a new Singapore facility to mitigate supply chain constraints, a sign of its growing scale and strategic control. — This could reduce dependence on external OSATs for advanced packaging, impacting companies like Amkor and ASE in the high-end AI space.
"And we're building up a fairly substantial facility for packaging, advanced packaging, Singapore as indicated, purely for that purpose"
AMAT WATCH
LRCX WATCH
Broadcom's Tomahawk 6 switch (102 Tbps) is booking at record rates and is the only product of its kind, driving an AI switch backlog exceeding $10 billion. — This establishes Broadcom's dominance in the highest-speed AI networking layer, potentially displacing merchant switch solutions from competitors.
"Our current order backlog for AI switches exceeds $10 billion as our latest 102 terabit per second Tomahawk 6 switch, the first and only one of its capability out there, continues to book at record rates."
NVDA WATCH
The demand for optical components (DSPs, lasers) for AI data centers is surging, with record orders and backlog, complementing the growth in switch and XPU sales. — This confirms a strong uptick in the AI optical component market, positive for suppliers of lasers and DSPs.
"Best exemplified at Google, where the TPUs used in creating Gemini are also being used for AI cloud computing by Apple, Cohere, and SSI as a sample."
COHR WATCH
LITE WATCH
HIGH
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