TREE NEWS update: Broadcom CEO Hock Tan said six frontier AI customers drive most global AI compute demand. Google received Ironwood TPU v7 and TPU v8i, with multi-year deals worth hundreds of billions annually; OpenAI’s Jalapeno accelerator outperforms Grace Blackwell Ultra at half cost, with 1.3GW planned for FY2027. Entropic and Meta outlined multi-gigawatt deployments through 2028.
Broadcom CEO details custom AI chip deals with Google, OpenAI, Meta
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