ASIC shipments top GPUs in 2027 as ABF substrate bottlenecks shift
The high-end cloud AI accelerator market will see a structural shift in 2027, with total ASIC shipments surpassing GPU shipments for the first time, driven by rising output from Google, Amazon, and Huawei. The market will move into a landscape of "dual competition between Nvidia and Google, with multiple players racing to catch up."
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