TPU shipment forecasts for 2027 diverge: Morgan Stanley says 7.4M, UBS 10.4M units
Beth_Kindig · x · 2026-09-08
Estimates for 2027 TPU shipments vary widely: Morgan Stanley projects 7.4 million units while UBS forecasts a more bullish 10.4 million — highlighting big uncertainty around Google's custom silicon ramp and its impact on the broader accelerator market.
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