{"type":"post","id":"one-contributor-to-recent-global-compute-growth-is-15b155","slug":"one-contributor-to-recent-global-compute-growth-is-15b155","title":"One contributor to recent global compute growth is Broadcom, which produces Google’s custom AI chips (TPUs).","description":"Epoch AI estimates that Broadcom’s TPU compute shipments doubled from fiscal Q2 to Q3 2026, reaching nearly 2 million Nvidia H100-equivalents.","retrieval_nugget":"Epoch AI estimates that Broadcom’s TPU compute shipments doubled from fiscal Q2 to Q3 2026, reaching nearly 2 million Nvidia H100-equivalents. The result combines more chips with a move to more powerful TPU versions, while the scale remains sensitive to how Broadcom recorded Anthropic-related sales.","published_at":"2026-11-11","updated_at":"2026-11-11","record_date":"2026-11-11","date_kind":"published_at","topics":["anthropic","google"],"entities":["Epoch AI","Broadcom","Google","Anthropic","TPU v7","TPU v8i","Apollo"],"related_patterns":[],"novelty_label":"new_fact","what_changed":"Epoch estimates Broadcom’s TPU compute shipments doubled from fiscal Q2 to Q3 2026, reaching nearly 2 million Nvidia H100-equivalents.","prior_refs":["https://newruntime.com/posts/alphabet-says-tpu-demand-is-lifting-cloud-while-91390d/"],"source_url":"https://epoch.ai/data-insights/tpu-production-doubling","source_urls":["https://epoch.ai/data-insights/tpu-production-doubling"],"schema_version":"newruntime-agent-readable-v0.2","stable_id":"post:one-contributor-to-recent-global-compute-growth-is-15b155","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/one-contributor-to-recent-global-compute-growth-is-15b155/","markdown":"https://newruntime.com/posts/one-contributor-to-recent-global-compute-growth-is-15b155.md","json":"https://newruntime.com/posts/one-contributor-to-recent-global-compute-growth-is-15b155.json"},"markdown_url":"https://newruntime.com/posts/one-contributor-to-recent-global-compute-growth-is-15b155.md","next_reads":[{"type":"topic","path":"/topics/anthropic/","url":"https://newruntime.com/topics/anthropic/","title":"Anthropic","reason":"Explore the anthropic topic hub.","media_type":"text/html","markdown_url":"https://newruntime.com/topics/anthropic.md","json_url":"https://newruntime.com/topics/anthropic.json"},{"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"}]}