GF Securities forecasts Google TPU shipments to more than double in 2027 to ~8.8M, making it a top HBM customer

GF Securities forecasts Google's TPU shipments will more than double in 2027, to roughly 8.8 million from about 4.5 million in 2026, making Google one of the biggest HBM customers. External demand, including Anthropic's multi-gigawatt deal, is cited as the accelerant.

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