Worth knowing
Broadcom TPU compute shipments doubled from Q2 to Q3 2026, reaching 2 million H100-equivalents
Tracking custom AI chip production reveals the rapid scale-up of non-Nvidia compute infrastructure available to frontier labs like Google and Anthropic.
Reported by Epoch AI ·
What happened
Epoch AI estimates that Broadcom's TPU compute shipments doubled between fiscal Q2 and Q3 2026 to reach nearly 2 million Nvidia H100-equivalents. This surge was driven by a 65% increase in unit volumes to roughly 800,000 chips, shipments to both Google and Anthropic, and a shift toward more powerful TPU v7 and v8i processors.
Who it’s about
- Broadcom
- Anthropic
- Epoch AI
- TPU