Bain projects 38.6M GPU and custom silicon shipments by 2030, 10x 2023's 3.9M
Beth_Kindig · x · 2026-10-09
Bain projects global GPU and custom silicon shipments to reach 38.6 million units by 2030 — a 10x increase from 3.9 million units in 2023 — underscoring explosive growth in AI compute demand.
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