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

> 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...

- Source: Epoch AI
- Published: 2026-11-05T17:01:01.000Z
- Bad Influence: https://badinfluence.news/items/xcgfqv1zbei1hx3ombowrm107
- Original: https://x.com/EpochAIResearch/status/2118388127337517276

## Summary

Epoch 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.

## Post

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.

![Stacked bar chart of estimated Broadcom TPU compute shipments in H100-equivalents by fiscal quarter, Q1 FY25 to Q3 FY26, by chip (v5e/v5p, v6e, v7, v8i), rising to nearly 2 million in Q3 FY26, about 2.0x the previous quarter. Error bars show 90% confidence intervals.](https://badinfluence.news/api/img-proxy?u=https%3A%2F%2Fpbs.twimg.com%2Fmedia%2FHWYGxntaYAEkf3o.jpg&mode=thumb&exp=1794096000&sig=f7ef54b9061f51ae)