UMongameli kanye neSikhulu Esiphezulu se-Broadcom, u-Chen Fuyang (Hock Tan), uthe ngesikhathi socingo lwemiphumela yezimali lwe-FY2026Q3 lwenkampani ubikezela ukuthi izinkampani ezimbili ezisafufusa zobuhlakani bokwenziwa, i-Anthropic ne-OpenAI, zizodlula i-Google zibe amakhasimende amabili amakhulu ebhizinisini layo le-AI ASIC.
Kwi-FY2026Q3, i-Broadcom yathumela ngobuningi ama-TPU v7 "Ironwood" ku-Anthropic naku-Google, futhi yandulela i-MediaTek ekukhiqizeni nasekuthumeleni i-TPU yesizukulwane sesishiyagalombili ku-Google (i-Broadcom iphethe i-TPU v8i elungiselelwe i-inference, kanti i-MediaTek iphethe i-TPU v8t elungiselelwe ukuqeqesha), yaphinde yaqala ukuthumela i-chip eyenziwe ngokwezifiso ye-OpenAI, i-"Jalapeño". Sekukonke, ibhizinisi lama-semiconductor e-AI le-Broadcom kule kota lafinyelela ku-16.7 billion dollars (Qaphela: cishe 1,124.99 billion yuan ngezinga lamanje lokushintshisana), okuwukukhula ngo-221% unyaka nonyaka no-54% uma kuqhathaniswa nekota edlule.
Kwi-FY2026Q4, i-Broadcom ilindele ukusheshisa ukuthunyelwa kwe-TPU v7 "Ironwood" ku-Anthropic, ikhulise kakhulu isivinini sokukhiqizwa ngobuningi nokuthunyelwa kwe-TPU v8i ku-Google, futhi iqale ukuthumela ama-accelerator ochungechunge lwe-MTIA ku-Meta. I-Broadcom ilindele ukuthi imali engenayo ye-AI kwi-FY2026Q4 ifinyelele ku-21.7 billion dollars (cishe 1,461.81 billion yuan ngezinga lamanje lokushintshisana), okuwukukhula ngo-236% unyaka nonyaka; imali engenayo eqoqiwe kuwo wonke unyaka wezimali we-FY2026 ibe ngu-58 billion dollars (cishe 3,907.15 billion yuan ngezinga lamanje lokushintshisana), okuwukukhula ngo-186%.
I-Broadcom ne-Anthropic bahlela ukusebenzisa i-TPU v7 "Ironwood" engu-1GW ngo-2026, bese besebenzisa i-TPU v8i engu-5GW ngo-2027, futhi bengeze omunye umthamo wokusebenzisa ongu-10GW ngo-2028. U-Chen Fuyang uthe i-Anthropic kungenzeka ibe yikhasimende elikhulu kunawo wonke le-XPU le-Broadcom ngo-2027~2028.
Ngakolunye uhlangothi, i-OpenAI ihlela ukusebenzisa i-"Jalapeño" engu-1.3GW ngo-2027, bese ngo-2028 isebenzisa ngaphezu kuka-5GW we-"Jalapeño" kanye nomlandeli wayo osuzoqeda i-tape-out. Umsebenzi wokuthuthukisa i-XPU yesizukulwane sesithathu ye-OpenAI nawo uyaqhubeka. I-OpenAI kungenzeka ibe yikhasimende lesibili ngobukhulu le-XPU le-Broadcom.
Ngaphezu kwalokho, phakathi kwezinyanga eziyi-16 kusukela manje kuze kube sekupheleni kuka-2027, i-Broadcom izothumela izizukulwane ezintathu zama-accelerator e-MTIA ku-Meta. Umthamo ophelele wale mikhiqizo uzofinyelela ku-3GW ekupheleni kuka-2028.
Uma kubhekwa isithombe sonke, i-Broadcom ilindele ukuthi imali engenayo yama-semiconductor e-AI ngo-2027 nango-2028 ifinyelele cishe ku-115 billion dollars naku-230 billion dollars ngokulandelana, iqhubeke nokuphindeka kabili. I-Broadcom isivele iqinisekise ukutholakala kokuhlinzekwa kwangaphambili okudingekayo ukuze kufinyelelwe kulezi zinhloso.