Broadcom's CEO announced production shipments of Google's TPU v8i, ahead of MediaTek's version. The company raised its FY2026 AI revenue guidance to $58 billion from $56 billion, up 186% year-over-year. Other highlights include shipments of OpenAI's first custom accelerator 'Jalapeño,' accelerating Ironwood shipments to Anthropic, and production shipments of Meta's MTIA accelerator. The CEO noted AI demand is 'hot' and outlined multi-year deployment plans for major customers.
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