AI Reports · Epoch AI · 2026-11-04 · Blog / commentary
Broadcom TPU shipments doubled to 2M H100-equivalents
Broadcom's TPU unit shipments rose about 65% quarter over quarter to roughly 800,000 chips, while compute output doubled, driven by a shift to more powerful chips. Epoch estimates that TPU compute shipments doubled from fiscal Q2 to Q3 2026 (May to early August), reaching the equivalent of nearly 2 million Nvidia H100 GPUs.