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Epoch AI Estimates Broadcom TPU Compute Shipments Nearly Doubled in Fiscal Q3
- Who
- Epoch AI
- What
- estimated that TPU compute shipments doubled Broadcom TPU compute shipments from fiscal Q2 to fiscal Q3 2026, reaching nearly 2 million Nvidia H100 GPU equivalents
- Quote
Broadcom TPU compute shipments doubled from fiscal Q2 to Q3 2026 (May to early August), reaching the equivalent of nearly 2 million Nvidia H100 GPUs, according to our estimates.
What happened
Epoch AI estimates that Broadcom’s TPU compute shipments doubled from fiscal Q2 to Q3 2026, covering May to early August, and reached the equivalent of nearly 2 million Nvidia H100 GPUs. The post says shipments grew 2–22% per quarter over the previous three quarters.
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See the full storyEpoch AI Estimates Broadcom TPU Compute Shipments Nearly Doubled in Fiscal Q3 2026Broadcom TPU compute shipments doubled from fiscal Q2 to Q3 2026 (May to early August), reaching the equivalent of nearly 2 million Nvidia H100 GPUs, according to our estimates.
This is a sharp increase from the previous three quarters, when shipments grew 2–22% per quarter. https://t.co/sYIysfzhxh
The story so far
Epoch AI estimates that Broadcom’s TPU compute shipments nearly doubled from fiscal Q2 to fiscal Q3 2026, reaching compute equivalent to nearly 2 million Nvidia H100 GPUs. Fiscal Q3 covered May to early August. Epoch AI said shipments had grown 2% to 22% per quarter over the previous three quarters.
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