Analyst conference call: Broadcom CEO Hock Tan said the fiscal 2026 AI business revenue guidance has been raised from $56 billion to $58 billion. Hundreds of millions of TPUs will be delivered each year in the coming years. Anthropic is expected to deploy 5GW of TPUs in 2027, which could make the company our largest chip client in 2027. OpenAI is also expected to deploy 5GW of chips (Jalapeno + next-generation XPU products) in 2028, potentially becoming our second largest chip client in 2028.
Analyst Conference Call: Broadcom CEO Hock Tan stated that the guidance for artificial intelligence business revenue for fiscal year 2026 has been raised from $56 billion to $58 billion. Over the next few years, tens of billions of TPUs will be delivered each year. It is expected that Anthropic will deploy 5GW of TPUs in 2027, and the company is likely to become our largest chip customer that year. OpenAI is also expected to deploy 5GW of chips (Jalapeno + next-generation XPU products) in 2028, and the company is likely to become our second-largest chip customer in 2028.
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