Broadcom TPU compute output doubles in Q3 2026
Epoch AI: Broadcom TPU compute shipments doubled from Q2 to Q3 2026, reaching 2 million H100-equivalents
Broadcom’s shipments of TPU by unit volume increased by about 65% quarter over quarter to roughly 800,000 chips, while compute output doubled, driven by a shift to more powerful chips.
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Broadcom's production of custom AI accelerator chips called TPUs doubled in computing power between two consecutive quarters in 2026, reaching output equivalent to nearly 2 million high-end GPUs. This sharp acceleration represents a major shift from the previous three quarters, when growth had been much slower at between 2 and 22 percent per quarter. The increase came from both higher unit volumes of chips produced and a transition toward more powerful chip models, particularly the newer TPU v7, which delivers about 2.5 times the performance of the previous generation. Broadcom currently handles virtually all TPU production for Google and Anthropic, though another manufacturer is expected to begin ramping production by the end of 2026.
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