Google to Ramp Broadcom TPU Orders in H2 as AI Sales Jump to $8.2B
Google’s TPU chip orders from Broadcom are expected to ramp in the second half, following a $73B AI product order backlog and recent Broadcom forecasts of near-doubled AI-related sales to $8.2B. Broadcom’s fiscal Q1 adjusted EPS are forecast up 27% to $2.03, reflecting AI partnership momentum.
1. Google’s TPU Chip Collaboration
Google has partnered with Broadcom to develop seven generations of custom tensor processing units (TPUs) that power Alphabet’s AI workloads. A reported $73 billion AI product order backlog underscores the scale of this collaboration and the strategic importance of TPU capacity for Google’s infrastructure.
2. Order Ramp and Financial Outlook
Broadcom forecasts fiscal Q1 adjusted EPS of $2.03, up 27%, and revenue rising to $19.3 billion, driven by AI-related sales nearly doubling to $8.2 billion. Google’s TPU orders are expected to ramp in the second half of the year, reinforcing Alphabet’s plans for expanded AI compute capabilities.