Broadcom’s TPU compute shipments double to nearly 2 million H100 equivalents

An Epoch AI estimate shows Broadcom's custom AI chip output surged in fiscal Q3 2026 as newer, faster TPU generations took over the production mix Broadcom’s custom AI chip business just had the kind of quarter that makes spreadsheet columns run out of room. According to an Epoch AI estimate published Nov. 4, 2026, Broadcom’s TPU compute shipments roughly doubled from fiscal Q2 to fiscal Q3 2026, reaching nearly 2 million Nvidia H100 equivalents. What actually doubled First, a quick translation. A TPU, or tensor processing unit, is a chip built specifically for the math behind machine learning. Comparing different chips is tricky, so Epoch AI converts their output into “H100 equivalents.” Think of it like expressing a car’s power in horsepower. It doesn’t matter what’s under the hood, you get a common unit. Here’s where it gets interesting. The number of physical chips did not double. Unit shipments rose about 65% quarter over quarter, landing at roughly 800,000 chips, per Epoch AI’s estimate. The gap between 65% more chips and roughly 100% more compute comes from what those chips are. Broadcom shifted its production toward higher-performance variants. Each chip now carries more mu...