KeyB on $AVGO: " $META MTIA 700 ASIC (Apollo) has not been awarded to Mediatek and remains up for bid with AVGO" Anthropic ASIC: "feedback from the supply chain had indicated AVGO was very likely to be awarded this socket. We believe this ASIC has now been officially awarded to AVGO. We expect this to be a sizable project with 5M-10M lifetime unit volumes." "We expect AVGO to maintain ownership of Merope/Blade Runner (TPU v10i)...a very large chip with 16 compute dies vs. 2 on Sun Fish, which should drive a meaningful step up in ASPs for AVGO. We expect AVGO to maintain share of the more performant inferencing TPU SKUs and expect MTK to continue to own the training TPU SKUs (Zebra Fish, Humu Fish, Ice Fish)." "Expect OpenAI's Jalapeño to ramp this year (100K), while lifetime volumes have been revised upward to 1.5M-2M units. We had previously indicated the ramp of Jalapeño to start in 2H27. This was a typo as it is ramping in 2H26 with 100K units expected to be produced this year. While lifetime volumes were 1M, we believe this has been revised upward to 1M-1.5M units."