“We currently have three hyperscale customers who have developed their own multi-generational AI XPU roadmap to be deployed at varying rates over the next three years. In 2027, we believe each of them plans to deploy 1 million XPU clusters across a single fabric.”
Tan reaffirmed the 1-million-XPU-cluster roadmap on the March 2025 call; deployment scale in 2027 is not yet observable.