Jukan(@jukan05):"However, Broadcom's procurement volume has increased substantially compared with the past and is now roughly on par with NVIDIA's, which has strengthened its bargaining power." Broadcom’s volumes in 2027 will be massive. Many Taiwanese sources say TPU volumes will exceed NVIDIA’s in 2027.

2026.10.01 08:52

"However, Broadcom's procurement volume has increased substantially compared with the past and is now roughly on par with NVIDIA's, which has strengthened its bargaining power." Broadcom’s volumes in 2027 will be massive. Many Taiwanese sources say TPU volumes will exceed NVIDIA’s in 2027.