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Open original source ↗For 2027, JP Morgan projects total AI accelerator shipments to rise 43% to 23.3 million, with strong growth from Google $GOOG and Amazon $AMZN pushing custom silicon to the majority unit share at 53%.
$NVDA $AMD $AVGO
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AI accelerator shipments are forecast to be 16.3 million in 2026, per JP Morgan, up 62% YoY with GPUs from Nvidia $NVDA and AMD $AMD accounting for 58% of total shipments, down from 68% in 2025 as Google leads custom silicon share higher. $AVGO $MRVL $GOOG $AMZN
Beth_Kindig ↗