JPMorgan sees 5 million AI chip shipments in 2028, but memory may cap the market
teortaxesTex · x · 2026-07-21
A quote attributed to JPMorgan projects 5 million domestic AI chip shipments in 2028.
The commenter dismisses that as too conservative, arguing the market will need 5M now and 15M+ by 2028, with memory constraints likely becoming the main bottleneck rather than raw chip supply.
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