The Zhitong Finance App learned that after Google (GOOGL.US) released the eighth-generation TPU product line, J.P. Morgan confirmed the “gain” rating of Broadcom (AVGO.US). The bank pointed out that the newly announced TPU SKU is highly consistent with Broadcom's TPU roadmap given in September, and that Google's most powerful TPU project is still carried out by Broadcom; based on this, J.P. Morgan still believes that Broadcom's TPU roadmap will not be interrupted until 2031, and revenue growth will not slow down.

The Zhitong Finance App learned that after Google (GOOGL.US) released the eighth-generation TPU product line, J.P. Morgan confirmed the “gain” rating of Broadcom (AVGO.US). The bank pointed out that the newly announced TPU SKU is highly consistent with Broadcom's TPU roadmap given in September, and that Google's most powerful TPU project is still carried out by Broadcom; based on this, J.P. Morgan still believes that Broadcom's TPU roadmap will not be interrupted until 2031, and revenue growth will not slow down.