{ "data_version": "1", "schema": "https://whatledto.com/data", "id": "hock-tan", "name": "Hock Tan", "kind": "person", "url": "https://whatledto.com/who/hock-tan", "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": "Broadcom’s chief executive, who has disclosed customer deployment plans and moved from Meta’s board to an advisory role on its chip program.", "entries": 4, "updated_at": "2026-10-14T06:27:24.396104+00:00" } ], "entries": [ { "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": 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": 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." } ] } ], "often_with": [ { "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": "nvidia", "name": "Nvidia", "url": "https://whatledto.com/who/nvidia", "json": "https://whatledto.com/who/nvidia.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 }, { "id": "goldman-sachs", "name": "Goldman Sachs", "url": "https://whatledto.com/who/goldman-sachs", "json": "https://whatledto.com/who/goldman-sachs.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." } }