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This weekend, I published an article titled “What Else is Worth Watching in AI Computing Power?” which startled HWJ. I can only say it was unintentional.
At this moment, various small articles are flying around, like the one below, so let’s wait and see.
Next, let’s take a look at the latest GPU and ASIC shipment forecasts provided by JPM.
|
NVIDIA GPU Series |
2023 |
2024 |
2025E |
2026E |
2027E |
|---|---|---|---|---|---|
|
Hopper Series |
1.7 |
4.3 |
1.0 |
– |
– |
|
Blackwell Series |
– |
0.2 |
5.2 |
4.3 |
0.5 |
|
Rubin Series |
– |
– |
– |
2.9 |
5.8 |
|
Rubin Ultra Series |
– |
– |
– |
– |
1.0 |
|
Total NVDA GPU Units |
1.7 |
4.5 |
6.2 |
7.2 |
7.3 |
|
NVDA equivalent GPU die units |
1.7 |
4.7 |
11.4 |
14.3 |
16.6 |
|
Vera CPU |
– |
– |
– |
1.3 |
2.8 |
|
AMD Series |
2023 |
2024 |
2025E |
2026E |
2027E |
|---|---|---|---|---|---|
|
MI300/325 |
0.1 |
0.5 |
0.4 |
– |
– |
|
MI350 |
– |
– |
0.3 |
0.6 |
– |
|
MI450 |
– |
– |
– |
0.4 |
1.1 |
|
Total AMD GPU Units |
0.1 |
0.5 |
0.7 |
1.0 |
1.1 |
|
Google TPU Series |
2023 |
2024 |
2025E |
2026E |
2027E |
|---|---|---|---|---|---|
|
v4 |
0.7 |
0.4 |
– |
– |
– |
|
v5 (p/e) |
0.5 |
1.3 |
– |
– |
– |
|
v6 (p/e) |
– |
– |
1.7 |
1.1 |
– |
|
v7 (p/e) |
– |
– |
0.1 |
2.1 |
3.7 |
|
Total TPU Units |
1.2 |
1.7 |
1.8 |
3.2 |
3.7 |
|
AWS Series |
2023 |
2024 |
2025E |
2026E |
2027E |
|---|---|---|---|---|---|
|
Inferentia 2 |
0.3 |
0.5 |
0.1 |
– |
– |
|
Trainium 2 Cayman |
– |
0.3 |
1.5 |
0.7 |
– |
|
Trainium 3 Mariana / Anita |
– |
– |
– |
1.6 |
2.6 |
|
Total Inferentia / Trainium Units |
0.3 |
0.8 |
1.5 |
2.3 |
2.6 |
|
Series |
2023 |
2024 |
2025E |
2026E |
2027E |
|---|---|---|---|---|---|
|
MTIA v2T (Athena) |
– |
– |
– |
0.3 |
0.2 |
|
MTIA v3 (Iris) |
– |
– |
– |
– |
0.4 |
|
MTIA Units (with CoWoS) |
– |
– |
– |
0.3 |
0.6 |
Now let’s take a look at the line chart comparison drawn by the author to compare the slopes.
In the growth curve for 2026, TPU is growing the fastest, while GPU remains dominant, and the acceleration capabilities of other manufacturers are relatively limited.
You may believe it or not, Google is there, and the Google chain is there. If you’re interested, you can read my historical article about Google.
“Buffett’s Berkshire Hathaway Strongly Buys Google!” A great company must be able to accommodate various talents and withstand various doubts.
Of course, this week, the key focus is still on the data, “Next week is a critical data week, as well as an emotional week!”“
Finally, let’s take a look at the latest DRAM prices.
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