Broadcom expects AI semiconductor revenue to exceed $100 billion in fiscal 2027.
Anthropic has committed to an additional 5 gigawatts of next-generation TPU-based compute beginning in 2027.
OpenAI's first-generation XPU is expected to enter production in late 2026, with 1.3 gigawatts committed for 2027.
Meta's MTIA program is expected to deploy 3 gigawatts through end-2028, with initial 1-gigawatt delivery starting in second-half 2027.
Broadcom's AI XPV platform is expected to deploy more than 20 gigawatts of compute capacity through 2028.
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