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Digitimes October 19, 2026 By DIGITIMES neutral

Shipments of high-end cloud AI accelerators, 2027

GoogleAWSAI / LLMSupply ChainData Center
DIGITIMES observed that cloud service providers (CSPs) such as Google and AWS will sharply ramp up self-developed ASICs in 2027, lifting high-end cloud AI accelerator shipments to 25.951 million units, up 64.5% year-over-year.
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