Google Unveils Eighth-Generation TPU; JPMorgan Says Broadcom Still Holds Its Most Powerful Chip Project, With Growth Momentum Running Through 2031 — BigGo Finance

After Google rolled out its eighth-generation tensor processing unit (TPU) product line this week, JPMorgan promptly reiterated its “Overweight” rating on Broadcom (AVGO), asserting that the chip giant remains at the core of Google’s most strategically significant and highest-performance TPU project, with a product roadmap that shows no gaps all the way through 2031.

In his report, JPMorgan analyst Harlan Sur broke down the new products Google unveiled, noting that a reasoning TPU called the v8i Max is purpose-built for large-scale context windows and can carry far larger AI workloads within the same rack space. Comparing this with the architectural details Google released, he concluded that the v8i Max closely matches the Broadcom 3nm TPU project the bank identified in its fall research series.

Notably, Google did not publicly name Broadcom as a supplier at the launch event; JPMorgan’s assessment is based on its own research and supply-chain checks.

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