NVIDIA holds 93% of GPU units and 75% of AI accelerator revenue in 5-year compute map
pdamodaran · x · 2026-11-02
A five-year compute landscape breakdown: NVIDIA holds 93% of GPU units and 75% of AI accelerator revenue, while AMD grew mainly by taking Intel's CPU share rather than GPUs. Arm powers 15.3% of PCs without selling a chip, and custom ASICs are projected to pass GPUs in shipments by 2027.
On the trading side, the author favors $ARM and $AVGO plus hyperscalers, though technicals suggest further downside so they're not adding positions yet.
Related event: Nvidia Dominates Computing with 93% GPU Shipments Over Five Years(2 posts)→
More from Venture
- X posts in Google Discover spike once then flatline, SEO data shows — gaganghotra_ · 2026-11-02
- MrBeast Spent $7M on a Cartoon Earning ~$15K in Ads to Sell Toys Like He-Man Did — aakashgupta · 2026-11-02
- SpaceX projected to hit $731B revenue by 2028 in race toward first $1T-revenue company — mitchdeg · 2026-11-02
- KKR, Singtel and Tata put India data center firm STT GDC India up for sale at over $5.5B — HarveenChadha · 2026-11-02
- Grok Bot pricing debate: users say free tier makes no sense, back gifting instead — RachelVT42 · 2026-11-02
- Are vibe coding startups like Lovable and Bolt just overpriced middlemen? — verrsane · 2026-11-02