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UBS Raises Broadcom's 2027 TPU Shipment Forecast to 7 Million Units
1 day ago /
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Author：小编
UBS has revised its forecast for Broadcom's TPU shipments in 2027 upwards to approximately 7 million units, while also raising its revenue and earnings projections for the next three years. It anticipates Broadcom's revenue to reach $194.9 billion in 2027, with AI business contributing $145.5 billion. Broadcom has extended its TPU collaboration with Google until 2031 and reached a tripartite expansion agreement with Anthropic, securing nearly $50 billion in orders, which has become a core factor driving its growth.
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