Broadcom TPU shipments double to 2 million H100-equivalents

Epoch estimates that Broadcom's TPU compute shipments roughly doubled from fiscal Q2 to Q3 2026, reaching 2 million H100-equivalents, driven by higher unit volumes and a shift toward TPU v7. The analysis notes that while Broadcom leadership maintained they are strictly in the chip-selling business rather than selling finished racks, uncertainties remain regarding how shipments to Anthropic were booked and priced. Open article →