Morgan Stanley: Google TPUs to hit 35% of global AI chip demand, nearly matching NVIDIA's 36%
cgarciae88 · x · 2026-11-14
Morgan Stanley estimates Google's TPUs will account for 35% of global AI compute demand, just behind NVIDIA's 36%; combined the two reach 71%. AMD holds 16%, AWS 5%, GUC customers 3%, Microsoft and Meta 2% each. By chip type, GPUs take 52% of HBM demand vs 47% for custom ASICs — a near-even split. cgarciae88 calls TPUs Google's single best investment ever.
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