According to Wallstreetcn, Broadcom Chairman and CEO Hock Tan said most global AI computing demand is concentrated among six frontier large-model customers, and detailed deployment plans for Google, OpenAI, Anthropic, and Meta. Broadcom has delivered Ironwood TPU v7 and next-generation TPU v8i to Alphabet's Google, which is expected to become Broadcom's largest XPU customer in 2027 and 2028; OpenAI received its first custom accelerator, Jalapeno, in Q3 and plans to deploy 1.3 gigawatts in fiscal 2027 and more than 5 gigawatts in fiscal 2028; Anthropic plans to deploy 5 gigawatts of TPU v8i in 2027 after 1 gigawatt of Ironwood in 2026 and add another 10 gigawatts in 2028; and Meta plans to deliver three generations of MTIA accelerators by the end of 2027, with 3 gigawatts of deployment visible before fiscal 2028.