“Initial order for 1 gigawatt, which includes XPUs and our networking has been received and will start delivery in the second half of 2027.”

In context

“rnatives. This ability to provide differentiated value to Google ensures that our business will sustain and grow for the foreseeable future. For Anthropic, as you know, For 2026, we are providing access to Broadcom TPU based compute of over 1 gigawatt In April, we entered into an agreement to enable Anthropic to access another 5 gigawatts of next generation TPU based compute beginning in 2027. For OpenAI, we have delivered silicon and we are on track for production late 2026. We have a contractual commitment to deploy 1.3 gigawatts in 2027 as part of the larger 10 gigawatts by 2029 agreement we announced last year. For Meta in April, we announced a partnership to deliver multiple generations of MTIA X XPUs. And under this agreement, we expect to deploy 3 gigawatts through the end of 2028. Initial order for 1 gigawatt, which includes XPUs and our networking has been received and will start delivery in the second half of 2027. For our other 2 customers, we expect shipments to begin late 2026 and accelerate into 2027. To date, we have received purchase orders totaling $6 billion. While we have significant IP, and execution leadership in XPUs, Networking is key to building scalable XPU and GPU clusters. And here, in networking, we have at least 1 generation of technology and product leadership. For scale up within racks, enable direct-attach copper based on an industry-leading 200G and 400G SerDes. Driving co packaged copper with Ethernet and PC Express switches. For scale out between the racks, We have been shipping the industry's only 100-terabit Ethernet switch, the Tomahawk 6, for over a year. We will now be taping out our next generation 200-terabit switch this quarter. And in CPOs, which is co-packaged opti”