AI Accelerator Shipments Forecast to Reach 16.3M in 2026, Up 62%
Beth_Kindig · x · 2026-08-18
JP Morgan forecasts AI accelerator shipments to hit 16.3 million units in 2026, up 62% year-over-year. Nvidia and AMD GPUs are expected to account for 58% of total shipments, down from 68% in 2025, as Google and others increase their share of custom silicon.
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