DafinchiThe adoption also on this device has surprised us, and we're starting to see it deployed starting actually this quarter and in FY '27 coming up in scale-up applications.
AVGO2026 Q3Technology
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Broadcom Inc. 2026 Q3: Broadcom maps multi-year custom accelerator deployments across frontier AI labs
Broadcom maps multi-year custom accelerator deployments across frontier AI labs
- Anthropic is expected to deploy 1 gigawatt of Ironwood in 2026, 5 gigawatts of TPU v8i in 2027, and an additional 10 gigawatts in 2028.
- OpenAI is targeting 1.3 gigawatts of Jalapeno in 2027 and more than 5 gigawatts of Jalapeno and its successor generation in 2028.
- Meta is expected to receive three generations of MTIA accelerators between now and the end of 2027, with line of sight to 3 gigawatts through 2028.
- Google has signed a long-term agreement covering future TPU generations and AI networking, with planned annual TPU deliveries in the multiple tens of billions of dollars.
- Management said not all outlined gigawatts will necessarily enter production within the stated fiscal periods because data-center readiness determines shipment timing.