Hyperscalers such as Google, Meta, and TikTok owner ByteDance are increasingly seeking to diversify their AI hardware supply chains, reducing their reliance on Nvidia, which has long dominated the sector.
Broadcom is playing a growing role in this shift, and in its recent earnings conference call, CEO Hock Tan told investors the company has three hyperscale customers who are each planning to deploy one million XPU clusters by 2027, and that it has been approached by two additional hyperscalers who are also in advanced development for their own AI XPUs.
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