Broadcom

OpenAI CFO Sarah Friar said the company needs multiple providers to manage supply-chain risk. She cited the possibility that a supplier, including TSMC, might not provide needed capacity.

Broadcom said substrate issues were leading it to build substrate capacity at scale in its Singapore factory. It said it was doing so jointly with one of its partners.

Broadcom said it and OpenAI were developing a next-generation XPU beyond Jalapeño. Broadcom said the chip was approaching tape-out.

Broadcom said it began production shipments of the next-generation TPU 8i for Google. The statement was made during Broadcom's fiscal third-quarter earnings call.

Broadcom's AI semiconductor revenue more than tripled to $16.7 billion with custom accelerators 73 percent of it, and Hock Tan laid out the customer roadmap: multi-tens of billions of dollars of TPUs a year for Google, 1 GW of Ironwood for Anthropic in 2026 then 5 GW of TPU 8i in 2027 and 10 GW more in 2028, 1.3 GW of Jalapeño for OpenAI in 2027 with a second generation near tape-out and a third in development, and MTIA production shipments for Meta. Guidance: $21.7 billion of AI revenue in Q4, $58 billion for fiscal 2026 and about $115 billion in fiscal 2027.

OpenAI and Broadcom unveiled Jalapeño, an inference accelerator OpenAI designed from scratch with Broadcom and Celestica handling implementation, boards, racks and networking. Engineering samples were running workloads at target frequency and power, and OpenAI said early tests showed performance per watt substantially better than the state of the art; the design-to-tape-out cycle of nine months was accelerated by OpenAI's own models.

Google previewed its first two-chip TPU generation: 8t for large-scale training and 8i for low-latency agentic inference, with general availability promised for later in 2026 for the first parts. Reports identified Broadcom as the design partner on 8t and MediaTek on 8i, both on TSMC 2nm, and Broadcom later said Anthropic would take 5 GW of 8i in 2027.

Meta extended its Broadcom partnership through 2029 with an initial 1 GW deployment of MTIA and multiple gigawatts to follow, on what Broadcom said would be the first 2nm AI silicon. The same day Meta disclosed that Broadcom's CEO would not stand for re-election to its board after two years, moving to an advisory role on the chip program. Tan had told analysts in March that the MTIA roadmap was 'alive and well'.

Anthropic called it its most significant compute commitment to date: multiple gigawatts of next-generation TPU capacity from 2027, mostly sited in the United States, on top of the million-TPU deal of October 2025. Broadcom's 8-K put the figure at 3.5 GW and disclosed a long-term supply agreement with Google for future TPU generations through 2031. Anthropic's run-rate revenue had passed $30 billion.

Meta said it had deployed hundreds of thousands of MTIA chips, renamed the first two parts MTIA 100 and 200, and published a roadmap of four more generations through 2027 that widens the chips from recommendation inference to recommendation training and generative-AI inference, built with Broadcom on modular chiplets. The post committed Meta to iterating silicon at a consumer-hardware pace.

OpenAI said it would design its own accelerators and systems, with Broadcom developing and deploying racks connected over Ethernet, starting in the second half of 2026 and completing by end-2029. The 10 GW figure put OpenAI's custom chip program on the same scale as its Nvidia and AMD agreements announced in the preceding weeks.

On its fiscal third-quarter call Broadcom said a fourth XPU customer had released production orders worth $10 billion, with shipments starting in fiscal 2026, and raised its AI outlook; the stock rose 9 percent the next day. Analysts assumed OpenAI, but Broadcom's chip president later said it was not, leaving Anthropic's Ironwood racks as the likely order. Broadcom's known XPU customers at the time were Google, Meta and ByteDance.

Reuters, citing The Information, reported that Google was preparing to work with MediaTek on a next-generation TPU expected to be manufactured in 2026, alongside its long-standing Broadcom partnership. Google, MediaTek and Broadcom did not comment. The two-partner split later surfaced as TPU 8t from Broadcom and TPU 8i from MediaTek.