{ "data_version": "1", "schema": "https://whatledto.com/data", "id": "broadcom", "name": "Broadcom", "kind": "company", "url": "https://whatledto.com/who/broadcom", "description": "", "same_as": [], "timelines": [ { "slug": "hyperscaler-custom-accelerators", "title": "Custom AI Silicon at the Hyperscalers: TPU, Trainium, Maia, MTIA and the OpenAI–Broadcom Chip", "url": "https://whatledto.com/events/hyperscaler-custom-accelerators", "json": "https://whatledto.com/events/hyperscaler-custom-accelerators.json", "role": "Primary custom-silicon and systems partner for Google, Meta and OpenAI, and a disclosed supplier for Anthropic’s future TPU capacity.", "entries": 13, "updated_at": "2026-10-14T06:27:24.396104+00:00" }, { "slug": "nvidia-china-export-controls", "title": "US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200", "url": "https://whatledto.com/events/nvidia-china-export-controls", "json": "https://whatledto.com/events/nvidia-china-export-controls.json", "role": "Makes the switches whose use SASAC reportedly surveyed.", "entries": 0, "updated_at": "2026-10-14T02:01:40.262749+00:00" } ], "entries": [ { "timeline": "hyperscaler-custom-accelerators", "id": 1376, "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n1376", "date": "2026-09-15", "date_precision": "day", "title": "Sarah Friar says OpenAI needs multiple chip providers", "summary": "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.", "type": "response", "entities": [ "OpenAI", "Sarah Friar", "Broadcom", "TSMC", "Jalapeño" ], "parties": [ "openai", "sarah-friar", "broadcom", "tsmc", "jalape-o" ], "sources": [ { "url": "https://pressroom.versantmedia.com/cnbc/press-releases/cnbc-transcript-openai-cfo-sarah-friar-speaks-cnbcs-jim-cramer-mad-money-today", "outlet": "CNBC", "published": "2026-09-15", "quote": "You never know when someone's supply chain is going to get gummed up, so you need to have multiple providers." } ] }, { "timeline": "hyperscaler-custom-accelerators", "id": 1661, "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n1661", "date": "2026-09-02", "date_precision": "day", "title": "Broadcom says it is building substrate capacity in Singapore", "summary": "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.", "type": "report", "entities": [ "Broadcom" ], "parties": [ "broadcom" ], "sources": [ { "url": "https://www.fool.com/earnings/call-transcripts/2026/09/09/broadcom-avgo-q3-2026-earnings-call-transcript/", "outlet": "The Motley Fool transcript of Broadcom's earnings call", "published": "2026-09-09", "quote": "And then even deeper than that, we talk about substrates, which is specific issues, which is leading us to build our own substrate capacity at scale in our factory in Singapore, jointly with one of our partners." } ] }, { "timeline": "hyperscaler-custom-accelerators", "id": 1660, "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n1660", "date": "2026-09-02", "date_precision": "day", "title": "Broadcom says post-Jalapeño XPU is nearing tape-out", "summary": "Broadcom said it and OpenAI were developing a next-generation XPU beyond Jalapeño. Broadcom said the chip was approaching tape-out.", "type": "report", "entities": [ "Broadcom", "OpenAI", "Jalapeño", "XPU" ], "parties": [ "broadcom", "openai", "jalape-o", "xpu" ], "sources": [ { "url": "https://www.fool.com/earnings/call-transcripts/2026/09/09/broadcom-avgo-q3-2026-earnings-call-transcript/", "outlet": "The Motley Fool transcript of Broadcom's earnings call", "published": "2026-09-09", "quote": "Together with OpenAI, we are deep in development of the next-generation XPU beyond Jalapeno, which is approaching tape-out." } ] }, { "timeline": "hyperscaler-custom-accelerators", "id": 1659, "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n1659", "date": "2026-09-02", "date_precision": "day", "title": "Broadcom begins production shipments of Google TPU 8i", "summary": "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.", "type": "shipment", "entities": [ "Broadcom", "Google", "TPU 8i" ], "parties": [ "broadcom", "google", "tpu-8i" ], "sources": [ { "url": "https://www.fool.com/earnings/call-transcripts/2026/09/09/broadcom-avgo-q3-2026-earnings-call-transcript/", "outlet": "The Motley Fool transcript of Broadcom's earnings call", "published": "2026-09-09", "quote": "At the same time, we began production shipments of the next-generation TPU version 8i for Google." } ] }, { "timeline": "hyperscaler-custom-accelerators", "id": 885, "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n885", "date": "2026-09-02", "date_precision": "day", "title": "Broadcom Q3: AI revenue $16.7 billion, six XPU customers, Anthropic to be the largest in 2027 with 5 GW of TPU 8i", "summary": "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.", "type": "financial", "entities": [ "Broadcom", "Hock Tan", "Anthropic", "OpenAI", "Google", "Meta" ], "parties": [ "broadcom", "hock-tan", "anthropic", "openai", "google", "meta" ], "sources": [ { "url": "https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-third-quarter-fiscal-year-2026-financial", "outlet": "Broadcom Inc. Investor Relations", "published": "2026-09-02", "quote": "Q3 AI semiconductor revenue of $16.7 billion grew 221% year-over-year, and 54% quarter-over-quarter," }, { "url": "https://www.fool.com/earnings/call-transcripts/2026/09/09/broadcom-avgo-q3-2026-earnings-call-transcript/", "outlet": "Broadcom Q3 FY2026 earnings call (Motley Fool transcript)", "published": "2026-09-02", "quote": "Our 6 XPU customers are accelerating the adoption of custom accelerators and AI semiconductor revenue more than tripled year-over-year to $16.7 billion." }, { "url": "https://www.fool.com/earnings/call-transcripts/2026/09/09/broadcom-avgo-q3-2026-earnings-call-transcript/", "outlet": "Broadcom Q3 FY2026 earnings call (Motley Fool transcript)", "published": "2026-09-02", "quote": "We expect Anthropic to deploy another 5 gigawatts of TPU version 8i in 2027. And in 2028, we have clear line of sight to deliver another -- an incremental 10 gigawatts, even as we expect Google to grow for us. Anthropic is on track to become our largest XPU customer in 2027 and sustain that in 2028." }, { "url": "https://www.cnbc.com/2026/09/02/broadcom-avgo-q3-earnings-report-2026.html", "outlet": "CNBC", "published": "2026-09-02", "quote": "CEO Hock Tan said on a conference call that Broadcom expects to speed up shipments of Google Ironwood tensor processing units to Anthropic and TPU 8i chips to Google. He said Broadcom will deliver tens of billions of dollars of processors to Google each year for the next several years." } ] }, { "timeline": "hyperscaler-custom-accelerators", "id": 881, "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n881", "date": "2026-06-24", "date_precision": "day", "title": "Jalapeño: OpenAI's first chip, designed with Broadcom in nine months, running GPT-5.3-Codex-Spark in the lab", "summary": "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.", "type": "launch", "entities": [ "OpenAI", "Broadcom", "Jalapeño", "Greg Brockman", "Celestica" ], "parties": [ "openai", "broadcom", "jalape-o", "greg-brockman", "celestica" ], "sources": [ { "url": "https://openai.com/index/openai-broadcom-jalapeno-inference-chip/", "outlet": "OpenAI", "published": "2026-06-24", "quote": "OpenAI and Broadcom (NASDAQ: AVGO) today unveiled Jalapeño, OpenAI’s first Intelligence Processor: an accelerator architected around OpenAI’s vision for the future of LLM inference, and the first AI accelerator in a multi-generation compute platform the companies are building together to make advanced AI faster, more reliable, and more accessible to more people." }, { "url": "https://openai.com/index/openai-broadcom-jalapeno-inference-chip/", "outlet": "OpenAI", "published": "2026-06-24", "quote": "Engineering samples of the Jalapeño chip are running ML workloads in the lab at production target frequency and power, including GPT‑5.3‑Codex‑Spark. While OpenAI is still measuring final performance, early testing shows that Jalapeño will deliver performance per watt substantially better than current state-of-the-art." } ] }, { "timeline": "hyperscaler-custom-accelerators", "id": 880, "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n880", "date": "2026-04-22", "date_precision": "day", "title": "Cloud Next: Ironwood for everyone, and an eighth generation split into TPU 8t for training and TPU 8i for inference", "summary": "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.", "type": "launch", "entities": [ "Google", "TPU 8t", "TPU 8i", "Amin Vahdat", "Broadcom", "MediaTek" ], "parties": [ "google", "tpu-8t", "tpu-8i", "amin-vahdat", "broadcom", "mediatek" ], "sources": [ { "url": "https://blog.google/innovation-and-ai/infrastructure-and-cloud/google-cloud/eighth-generation-tpu-agentic-era/", "outlet": "Google (The Keyword)", "published": "2026-04-22", "quote": "Today at Google Cloud Next, we are introducing the eighth generation of Google's custom Tensor Processor Unit (TPU), coming soon with two distinct, purpose-built architectures for training and inference: TPU 8t and TPU 8i. These two chips are designed to power our custom-built supercomputers, to drive everything from cutting-edge model training and agent development, to massive inference workloads." } ] }, { "timeline": "hyperscaler-custom-accelerators", "id": 878, "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n878", "date": "2026-04-14", "date_precision": "day", "title": "Meta commits to a gigawatt of MTIA with Broadcom through 2029; Hock Tan leaves Meta's board", "summary": "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'.", "type": "announcement", "entities": [ "Meta", "Broadcom", "Hock Tan", "Mark Zuckerberg", "MTIA" ], "parties": [ "meta", "broadcom", "hock-tan", "mark-zuckerberg", "mtia" ], "sources": [ { "url": "https://www.cnbc.com/2026/04/14/meta-commits-to-one-gigawatt-of-custom-chips-with-broadcom-as-hock-tan-agrees-to-leave-board.html", "outlet": "CNBC", "published": "2026-04-14", "quote": "Meta and Broadcom on Tuesday announced a sweeping deal that extends an existing partnership between the two companies for the design of Meta's custom in-house AI accelerators through 2029. At the same time, Meta said Broadcom's CEO, Hock Tan, told Meta last week that he has decided not to stand for reelection to Meta's board, according to a filing." }, { "url": "https://www.cnbc.com/2026/04/14/meta-commits-to-one-gigawatt-of-custom-chips-with-broadcom-as-hock-tan-agrees-to-leave-board.html", "outlet": "CNBC", "published": "2026-04-14", "quote": "Meta has committed to an initial deployment of 1 gigawatt of its Training and Inference Accelerators according to a statement. The deal will eventually see Meta deploying multiple gigawatts of chips based on Broadcom technology. The MTIA chips will be the first AI silicon to use a 2 nanometer process, Broadcom said in its own statement." }, { "url": "https://about.fb.com/news/2026/04/meta-partners-with-broadcom-to-co-develop-custom-ai-silicon/", "outlet": "Meta Newsroom", "published": "2026-04-14", "quote": "The agreement includes a commitment that exceeds 1GW, which is the first phase of a sustained, multi-gigawatt rollout, reinforcing a shared roadmap to co-design and scale the hardware required to bring personal superintelligence to billions of people globally." } ] }, { "timeline": "hyperscaler-custom-accelerators", "id": 877, "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n877", "date": "2026-04-06", "date_precision": "day", "title": "Anthropic signs for multiple gigawatts of next-generation TPUs from Google and Broadcom, from 2027", "summary": "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.", "type": "announcement", "entities": [ "Anthropic", "Google", "Broadcom", "Krishna Rao" ], "parties": [ "anthropic", "google", "broadcom", "krishna-rao" ], "sources": [ { "url": "https://www.anthropic.com/news/google-broadcom-partnership-compute", "outlet": "Anthropic", "published": "2026-04-06", "quote": "We have signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that we expect to come online starting in 2027." }, { "url": "https://techcrunch.com/2026/04/07/anthropic-compute-deal-google-broadcom-tpus/", "outlet": "TechCrunch", "published": "2026-04-07", "quote": "The company did not give specifics for its compute expansion, but a recent Broadcom SEC filing shows the deal includes 3.5 gigawatts of compute." } ] }, { "timeline": "hyperscaler-custom-accelerators", "id": 876, "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n876", "date": "2026-03-11", "date_precision": "day", "title": "Meta lays out four MTIA generations in two years: 300, 400, 450 and 500, on a six-month cadence", "summary": "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.", "type": "announcement", "entities": [ "Meta", "MTIA", "Broadcom" ], "parties": [ "meta", "mtia", "broadcom" ], "sources": [ { "url": "https://ai.meta.com/blog/meta-mtia-scale-ai-chips-for-billions/", "outlet": "Meta AI Blog", "published": "2026-03-11", "quote": "Since introducing MTIA 100 and 200, we have accelerated MTIA development across four successive generations: MTIA 300, 400, 450, and 500. These new chips have either already been deployed or are scheduled for deployment in 2026 or 2027, expanding workload coverage from ranking and recommendation (R&R) inference to R&R training, general GenAI workloads, and GenAI inference with targeted optimizations." }, { "url": "https://ai.meta.com/blog/meta-mtia-scale-ai-chips-for-billions/", "outlet": "Meta AI Blog", "published": "2026-03-11", "quote": "More importantly, we have deployed hundreds of thousands of MTIA chips in production, onboarded numerous internal production models, and tested MTIA with large language models (LLMs) like Llama." } ] }, { "timeline": "hyperscaler-custom-accelerators", "id": 867, "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n867", "date": "2025-10-13", "date_precision": "day", "title": "OpenAI and Broadcom: 10 gigawatts of OpenAI-designed accelerators from late 2026 to 2029", "summary": "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.", "type": "announcement", "entities": [ "OpenAI", "Broadcom", "Sam Altman", "Greg Brockman", "Hock Tan" ], "parties": [ "openai", "broadcom", "sam-altman", "greg-brockman", "hock-tan" ], "sources": [ { "url": "https://openai.com/index/openai-and-broadcom-announce-strategic-collaboration/", "outlet": "OpenAI", "published": "2025-10-13", "quote": "San Francisco and Palo Alto—October 13, 2025—OpenAI and Broadcom today announced a collaboration for 10 gigawatts of custom AI accelerators. OpenAI will design the accelerators and systems, which will be developed and deployed in partnership with Broadcom." }, { "url": "https://www.tradingview.com/news/reuters.com%2C2025%3Anewsml_L3N3VU0UT%3A0-openai-taps-broadcom-to-build-its-first-ai-processor-in-latest-chip-deal/", "outlet": "Reuters via TradingView", "published": "2025-10-13", "quote": "The companies said on Monday that OpenAI would design the chips, which Broadcom will develop and deploy starting in the second half of 2026." } ] }, { "timeline": "hyperscaler-custom-accelerators", "id": 866, "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n866", "date": "2025-09-04", "date_precision": "day", "title": "Broadcom books $10 billion of orders from a fourth custom-chip customer", "summary": "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.", "type": "financial", "entities": [ "Broadcom", "Hock Tan" ], "parties": [ "broadcom", "hock-tan" ], "sources": [ { "url": "https://www.cnbc.com/2025/09/05/broadcom-avgo-stock-openai-earnings.html", "outlet": "CNBC", "published": "2025-09-05", "quote": "Following a better-than-expected earnings report late Thursday, Broadcom CEO Hock Tan told analysts that a fourth large customer had put in orders for $10 billion in custom artificial intelligence chips, which the company calls XPUs. \"One of these prospects released production orders to Broadcom, and we have accordingly characterized them as a qualified customer for XPUs,\" Tan said." }, { "url": "https://www.cnbc.com/2025/10/13/broadcom-mystery-customer-openai.html", "outlet": "CNBC", "published": "2025-10-13", "quote": "Charlie Kawwas, president of the semiconductor solutions group at Broadcom, on Monday said that OpenAI is not the mystery $10 billion customer that it announced during its earnings call in September." } ] }, { "timeline": "hyperscaler-custom-accelerators", "id": 890, "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n890", "date": "2025-03-17", "date_precision": "day", "title": "Reuters: Google is preparing a second TPU design partner, MediaTek, for a chip to be built in 2026", "summary": "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.", "type": "report", "entities": [ "Google", "MediaTek", "Broadcom" ], "parties": [ "google", "mediatek", "broadcom" ], "sources": [ { "url": "https://www.marketscreener.com/quote/stock/ALPHABET-INC-24203373/news/Google-preparing-to-partner-with-Taiwan-s-MediaTek-on-next-AI-chip-Information-reports-49351796/", "outlet": "Reuters via MarketScreener", "published": "2025-03-17", "quote": "Google, MediaTek and Broadcom did not immediately respond to Reuters' requests for comment." } ] } ], "often_with": [ { "id": "nvidia", "name": "Nvidia", "url": "https://whatledto.com/who/nvidia", "json": "https://whatledto.com/who/nvidia.json", "shared_timelines": 2 }, { "id": "amd", "name": "AMD", "url": "https://whatledto.com/who/amd", "json": "https://whatledto.com/who/amd.json", "shared_timelines": 2 }, { "id": "google", "name": "Google", "url": "https://whatledto.com/who/google", "json": "https://whatledto.com/who/google.json", "shared_timelines": 1 }, { "id": "meta", "name": "Meta", "url": "https://whatledto.com/who/meta", "json": "https://whatledto.com/who/meta.json", "shared_timelines": 1 }, { "id": "openai", "name": "OpenAI", "url": "https://whatledto.com/who/openai", "json": "https://whatledto.com/who/openai.json", "shared_timelines": 1 }, { "id": "alphabet", "name": "Alphabet", "url": "https://whatledto.com/who/alphabet", "json": "https://whatledto.com/who/alphabet.json", "shared_timelines": 1 }, { "id": "anthropic", "name": "Anthropic", "url": "https://whatledto.com/who/anthropic", "json": "https://whatledto.com/who/anthropic.json", "shared_timelines": 1 }, { "id": "barclays", "name": "Barclays", "url": "https://whatledto.com/who/barclays", "json": "https://whatledto.com/who/barclays.json", "shared_timelines": 1 } ], "license": { "holder": "What Led To", "terms": "https://whatledto.com/methodology#reuse", "summary": "Quote entries with attribution and a link to the entry; do not republish whole timelines or train models on the text." } }