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Broadcom's TPU compute shipments doubled in fiscal Q3 2026, Epoch AI estimates

AIEpoch AI estimates Broadcom's TPU compute shipments doubled from fiscal Q2 to Q3 2026, May to early August, reaching the equivalent of nearly 2 million Nvidia H100 GPUs. The growth is sharp compared with the previous three quarters, when shipments rose 2–22% per quarter.
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Broadcom TPU compute shipments doubled from fiscal Q2 to Q3 2026 (May to early August), reaching the equivalent of nearly 2 million Nvidia H100 GPUs, according to our estimates.

This is a sharp increase from the previous three quarters, when shipments grew 2–22% per quarter.

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Original title: Broadcom TPU compute shipments doubled from fiscal Q2 to Q3 2026 (May to early August), reaching the equivalent of nearly 2 million Nvidi...

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