Brief: Broadcom CEO: During the Quarter, We Began Production Shipments of the Next Generation TPU Version 8i for Google

MEDIATEK

02/09/2026 23:08

Sept 2 (Reuters) - Broadcom Inc. AVGO.O:
BROADCOM CEO: IN 2028, WE HAVE CLEAR LINE OF SIGHT TO DELIVER AN INCREMENTAL 10 GIGAWATTS TO ANTHROPIC (ADDS DROPPED WORDS 'TO ANTHROPIC')
BROADCOM CEO: DURING THE QUARTER, WE BEGAN PRODUCTION SHIPMENTS OF THE NEXT GENERATION TPU VERSION 8I FOR GOOGLE - CONF CALL
BROADCOM CEO: CO IS NOW SHIPPING THE TPU VERSION 8I AHEAD OF THE MEDIATEK VERSION V8T
BROADCOM CEO: IN Q4, WE EXPECT TO ACCELERATE SHIPMENTS OF IRONWOOD TO ANTHROPIC
BROADCOM CEO: ALSO EXPECT TO RAMP UP HIGH-VOLUME SHIPMENTS OF THE TPU VERSION 8I TO GOOGLE IN Q4
BROADCOM CEO: EXPECT PRODUCTION SHIPMENTS OF META'S CUSTOM MTIA ACCELERATOR AT SCALE IN Q4
BROADCOM CEO: RAISES FY 2026 AI REVENUE GUIDANCE TO $58 BILLION FROM $56 BILLION, UP 186% YOY
BROADCOM CEO: EXPECT ANTHROPIC TO DEPLOY ANOTHER 5 GW OF GOOGLE'S TPU VERSION 8I IN 2027
BROADCOM CEO: ANTHROPIC IS ON TRACK TO BECOME OUR LARGEST XPU CUSTOMER IN 2027 AND SUSTAIN THAT IN 2028
BROADCOM CEO: OPENAI'S JALAPENO IS ON TRACK FOR THE PLANNED DEPLOYMENT OF 1.3 GIGAWATTS IN 2027
BROADCOM CEO: IN 2028, WE HAVE LINE OF SIGHT FOR OPENAI TO DEPLOY OVER 5 GW OF JALAPENO AND ITS SUCCESSOR GENERATION OF XPU
BROADCOM CEO: WE ARE IN DEVELOPMENT WITH OPEN AI ON THE THIRD GENERATION XPU
BROADCOM CEO: BETWEEN NOW AND THE END OF 2027, WE WILL BE DELIVERING 3 GENERATIONS OF MTIA ACCELERATORS TO META
BROADCOM CEO: HAVE LINE OF SIGHT FOR META TO DEPLOY 3 GIGAWATTS THROUGH 2028
BROADCOM CEO: IN 2027, WE HAVE SECURED THE SUPPLY TO DOUBLE AI REVENUE TO ABOUT $115 BILLION
BROADCOM CEO: HAVE LINE OF SIGHT FOR FISCAL 2028 AI SEMICONDUCTOR REVENUE GROWTH TO DOUBLE AGAIN TO $230 BILLION
BROADCOM CEO: ON TARGET TO EXCEED EPS OF $30 IN FY 2028
BROADCOM CEO: FORECASTS INFRASTRUCTURE SOFTWARE REVENUE TO STABILIZE AT APPROXIMATELY $8.7 BILLION IN Q4
BROADCOM CFO: EXPECT Q4 CONSOLIDATED GROSS MARGIN TO BE APPROXIMATELY 73%, DOWN FROM 78% A YEAR AGO
BROADCOM CFO: EXPECT CAPITAL EXPENDITURES OF $1.4 BILLION IN Q4 AS WE INVEST IN CAPACITY FOR SEMICONDUCTORS
BROADCOM CEO: EXPECT TO BE ABLE TO SUSTAIN OPERATING MARGIN EVEN AS MIX OF PRODUCTS DILUTES THE GROSS MARGIN
BROADCOM CEO: WE BELIEVE WE WILL SHIP ABOUT $350 BILLION OF AI SEMICONDUCTORS TO THESE CUSTOMERS IN THE NEXT TWO YEARS
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