Google Splits TPU Orders, Is AMD Coming for Broadcom

Google splits TPU orders between Broadcom and AMD. Broadcom faces cuts while AMD eyes v10 entry. Supply chain shifts reshape AI chip competition.

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Today, let’s talk about something that may be rewriting the landscape of AI chips—visible changes underway in Google’s TPU supply chain.

On one side, Broadcom’s TPU shipment expectations are starting to be revised downward; on the other, AMD 0.00%↑ may be entering Google’s TPU supply chain for the first time.

Looking at them together, Google(GOOG 0.00%↑) is doing something very clear:
reducing its dependence on a single ASIC supplier.

First, looking at Broadcom’s(AVGO 0.00%↑) side—the numbers don’t look good.

Broadcom’s CoWoS wafer demand for 2026 has been cut from the previous expectation of 250,000 wafers to 215,000 wafers.