Broadcom: TPU Sales to External Customers as a New Catalyst
TPU sales to external customers would represent lucrative additional income
AI chip sales are expected to accelerate to 140% in the current quarter
Reading Time: 2 minutes
Broadcom (AVGO) could soon acquire a completely new growth driver in custom chips. Alphabet is already an important customer with its Tensor Processing Units (TPU) and, according to Cloud Chief Thomas Kurian, is now planning direct chip sales for use outside its own data centers. A contract with a major customer at Meta could also be finalized shortly. With a gigantic arsenal of 3.8 million installed TPUs (about 25 percent of the world's AI computing power), Google positions itself as the largest hardware competitor to Nvidia. Apple also relies...
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