Sean(@sean_________):Wells Fargo on $AVGO: Estimate the following as it relates to $GOOGL: • Wells' estimates reflect an expectation that Google's TPU end-of-period (EoP) GW capacity deploy would ramp from an estimated ~2.7GWs exiting 2025 to 4.8GWs, 6.3GWs, and 8.2GWs exiting 2026, 2027, and 2028, respectively. • Google's external TPU sales commenced in 2Q26—estimated at $1.15 billion; growing to $21.9 billion in 2026 and $74.8 billion in 2027. Wells' estimates reflect Google TPU purchases from Broadcom growing from $19.0 billion in 2026 to $65 billion in 2027."

2026.08.18 13:22

Wells Fargo on $AVGO: Estimate the following as it relates to $GOOGL: • Wells' estimates reflect an expectation that Google's TPU end-of-period (EoP) GW capacity deploy would ramp from an estimated ~2.7GWs exiting 2025 to 4.8GWs, 6.3GWs, and 8.2GWs exiting 2026, 2027, and 2028, respectively. • Google's external TPU sales commenced in 2Q26—estimated at $1.15 billion; growing to $21.9 billion in 2026 and $74.8 billion in 2027. Wells' estimates reflect Google TPU purchases from Broadcom growing from $19.0 billion in 2026 to $65 billion in 2027."