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Epoch AI Estimates Broadcom TPU Compute Shipments Nearly Doubled in Fiscal Q3 2026

1 reports 1 reporting sources Updated 3 hours ago

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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.

Generated by AI from reports · Updated 2 hours ago

Latest development11/6 01:01 (UTC+8)
Epoch AI Estimates Broadcom TPU Compute Shipments Nearly Doubled in Fiscal Q3Epoch AI · X

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11/6
  1. Epoch AI · X
    Epoch AI Estimates Broadcom TPU Compute Shipments Nearly Doubled in Fiscal Q3

    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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