UBS raises Broadcom's 2027 TPU shipment estimate to 7 million units
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The extension of the TPU partnership with Google until 2031, along with the expanded tripartite agreement with Anthropic, secures nearly $50 billion in orders, making it the key catalyst. Related article: UBS raises Broadcom's 2027 TPU shipment forecast to 7 million units: AI computing power demand is validating the $100 billion revenue story.
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