Broadcom (AVGO) CEO says raises FY26 AI revenue guidance to USD 58bln from USD 56bln, which is a 186% increase Y/Y

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Production shipments of next-generation TPU version 8i for Google began during the quarter. New Google TPU is the same or better than NVIDIA Vera Rubin. Now shipping TPU version 8i ahead of MediaTek’s version V8t. Expects to accelerate shipments of Ironwood to Anthropic in Q4. Expects to ramp up high-volume shipments of TPU version 8i to Google in Q4. Expects production shipments of Meta’s custom MTIA accelerator at scale in Q4.

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