This is a good article if you don't have time to read a lot

https://finance.yahoo.com/news/broadcom-ceo-sees-ai-chip-001047450.html

Tan said on the conference call that he expects OpenAI to begin shipping its Broadcom chip in volume next year, reaching more than 1 gigawatt of computing capacity.

He also said that demand for Google’s TPU is strong and will accelerate further in 2027. Broadcom plans to ship chips to Anthropic, which is using Google’s TPUs, to enable 1 gigawatt of capacity this year and more than 3 gigawatts next year.

Tan also discussed progress with another chip customer, Meta Platforms Inc. He took issue with recent reports that Meta might be moving away from planned work with Broadcom on custom accelerators, saying the road map was “alive and well.” Products are shipping now and next-generation versions will “scale to multiple gigawatts in ’27 and beyond,” he said.

Separately, Meta touted its ambitions for the chips on Wednesday. Chief Financial Officer Susan Li said the company was aiming to develop chips that can train its AI models.

As a comparison, NVDA has 333B next year.