AI TRENDS | Broadcom CEO outlines custom AI chip roadmap for Google, OpenAI, Anthropic, and Meta

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.