{"type":"post","id":"much-of-broadcom-s-increase-in-shipped-compute-532104","slug":"much-of-broadcom-s-increase-in-shipped-compute-532104","title":"Much of Broadcom’s increase in shipped compute came from chip volume: Broadcom shipped 65% more chips, or roughly 800,000 in total.","description":"Epoch AI’s AI chip sales database estimates shipments, compute capacity, power use, and spending across major accelerator designers.","retrieval_nugget":"Epoch AI’s AI chip sales database estimates shipments, compute capacity, power use, and spending across major accelerator designers. Its method highlights why aggregate supply can rise through both greater chip volume and stronger chips; builders should not treat a headline compute figure as a measure of online, usable capacity.","published_at":"2026-11-11","updated_at":"2026-11-11","record_date":"2026-11-11","date_kind":"published_at","topics":["google"],"entities":["Epoch AI","Nvidia","Google","Amazon","Broadcom","AMD","Huawei","TPU v7"],"related_patterns":[],"novelty_label":"new_fact","what_changed":"Epoch AI estimates Broadcom shipped roughly 800,000 AI chips, a 65% increase, including TPU v7.","prior_refs":[],"source_url":"https://epoch.ai/data/ai-chip-sales?cumulative=false&tab=h100_equivalents&view=graph","source_urls":["https://epoch.ai/data/ai-chip-sales?cumulative=false&tab=h100_equivalents&view=graph"],"schema_version":"newruntime-agent-readable-v0.2","stable_id":"post:much-of-broadcom-s-increase-in-shipped-compute-532104","status":"published","visuals":[],"editor":{"role":"editor","name":"Andrey Reshetnikov","profile":"https://newruntime.com/owner-profile.md","profile_json":"https://newruntime.com/owner-profile.json","same_as":["https://www.linkedin.com/in/reshetnikov1/","https://t.me/lapetuse"]},"routes":{"html":"https://newruntime.com/posts/much-of-broadcom-s-increase-in-shipped-compute-532104/","markdown":"https://newruntime.com/posts/much-of-broadcom-s-increase-in-shipped-compute-532104.md","json":"https://newruntime.com/posts/much-of-broadcom-s-increase-in-shipped-compute-532104.json"},"markdown_url":"https://newruntime.com/posts/much-of-broadcom-s-increase-in-shipped-compute-532104.md","next_reads":[{"type":"topic","path":"/topics/google/","url":"https://newruntime.com/topics/google/","title":"Google","reason":"Explore the google topic hub.","media_type":"text/html","markdown_url":"https://newruntime.com/topics/google.md","json_url":"https://newruntime.com/topics/google.json"},{"type":"collection","path":"/posts/","url":"https://newruntime.com/posts/","title":"Field Notes","reason":"Open the latest editorial analysis.","media_type":"text/html","json_url":"https://newruntime.com/posts.json"},{"type":"collection","path":"/sources/","url":"https://newruntime.com/sources/","title":"Sources","reason":"See the original sources this archive cites.","media_type":"text/html"}]}