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  "summary": "11-04 发布的 Data Insight（Venkat Somala、Josh You）。按他们的估算，博通代工的 TPU 算力出货量在 2026 财年 Q2 到 Q3（约 5 月到 8 月初）翻了一倍，达到接近 200 万张 NVIDIA H100 的等效算力；而此前连续三个季度的增速只有每季 2% 到 22%，是一次明显的断层式跳升。数据按博通财季、按 TPU v6e / v7 / v8i 分型号给出，并带 90% 置信区间。配合同周 SemiAnalysis 的 TPUv7 agentic 实测，这条给「谷歌 TPU 开始在外部市场形成规模」提供了供应链量级上的独立佐证。",
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