#broadcom

The AI bottleneck is shifting from model release cadence to inference infrastructure. OpenAI says Jalapeno was taped out in nine months and is planned for gigawatt-scale deployment beginning in late 2026.

Anthropic said on April 7, 2026 that it has signed a deal with Google and Broadcom for multiple gigawatts of next-generation TPU capacity coming online from 2027. The company also said run-rate revenue has surpassed 30 billion dollars and more than 1,000 business customers are now spending over 1 million dollars annually.