Broadcom will soon deploy multiple gigawatts worth of custom accelerators at Meta, OpenAI, and Anthropic, a feat it says shows AI companies and hyperscalers can’t successfully develop and deploy their own silicon any time soon.
Speaking on the company’s Q1 2026 earnings call, CEO Hock Tan pointed to 106 percent year-over-year growth for AI-related silicon, which brought in $8.4 billion of revenue for the quarter.
“Our custom accelerator business is progressing very well across five customers,” the CEO said, adding that he expects Google will display “even stronger demand” for Broadcom silicon as it deploys a next-generation TPU. Anthropic will soon implement one gigawatt of Broadcom-baked TPUs, and Tan said the AI company plans a three-gigawatt deployment in 2027. Meta will install “multiple gigawatts” of Broadcom’s XPU accelerators “in 2027 and beyond.”
The CEO said OpenAI will deploy…
