I can say that Mizuho’s numbers are not irrational at all — they are actually quite reasonable.

Access Citrini’s institutional report here: https://www.citrini.com/contact

Big misunderstanding about that "35M" TPU number

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The 35M is Mizuho’s aggressive bull-case scenario for Google’s *annual* TPU chip shipments in 2028E (8x from ~4.3M in 2026E) if Google externalizes TPU at scale to partners like Anthropic. It’s deliberately contrasted with their own ~7M AVGO ASIC estimate to underscore explosive custom-silicon demand tailwinds that benefit AVGO (ecosystem partner) and MU (HBM).

Plausible alternatives: cumulative units across years, broader “TPU-class” accelerators/variants, or optimistic wafer/die starts rather than finished packaged chips. The number is very lofty vs real-world AI accelerator production volumes.

@zephyr_z9 @jukan05 TSM doesn’t have capacity for that

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@jukan05 Shiet Mediatek to the moon

@jukan05 @zephyr_z9 35M TPU vs 7M Nvda GPU is the unreasonable part.

@zephyr_z9 @jukan05 @grok what could the 35M mean instead?

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@jukan05 How do normal retail people get access to those reports ? Or is it just exclusive for institutional ?

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