Broadcom Says New TPUs May Outperform Nvidia Rubin GPUs -- Market Talk

1751 ET - Broadcom's newest tensor processing unit, or TPU, is "comparable, if not surpasses, the Vera Rubin GPU," Chief Executive Hock Tan tells analysts on a call, referring to the long-awaited next-generation Nvidia chip. Production shipments of the Broadcom's newest TPUs for Google have begun, Tan says. Broadcom also shipped Jalapeño chips developed in partnership with OpenAI, which Tan says outperform Nvidia's Grace Blackwell GPUs for inference workloads. The comments come as investors debate whether Nvidia will lose market share to custom chip makers such as Broadcom and Marvell. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

September 02, 2026 17:51 ET (21:51 GMT)