“Broadcom is cashing in on every TPU chip ordered, with Anthropic's nearly 1 million TPUv7 units, Meta's Iris ASIC, and OpenAI's custom inference chip all running through Broadcom's fabs, making it the quiet winner of the anti-Nvidia trade.”
“Google TPUs continue to gain market share outside of internal Google workloads, giving frontier AI labs a viable alternative for training.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.