Veytics Intelligence
2026-11-10 · Seekingalpha

Google's latest TPUs show Broadcom remains central: JPM

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[Broadcom Reports Quarterly Earnings] Justin Sullivan/Getty Images News On Monday, Google (GOOG [https://seekingalpha.com/symbol/GOOG])(GOOGL [https://seekingalpha.com/symbol/GOOGL]) revealed [https://seekingalpha.com/news/4668972-google-edges-up-after-revealing-pair-of-new-tpus-for-agentic-ai] its latest pair of tensor processing unit systems, and the analysts at J.P. Morgan find that Broadcom (AVGO [https://seekingalpha.com/symbol/AVGO]) remains a key partner in the development process. Broadcome shares edged up 2.5% by afternoon trading on Tuesday. "The new inferencing TPU SKU is dubbed the v8i Max and is designed for massive context windows (built to handle much larger AI workloads in the same rack space)," said J.P.

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