JP Morgan sees AI accelerator shipments doubling to 31.2M units by 2028, custom silicon leading
Beth_Kindig · x · 2026-11-15
JP Morgan projects total AI accelerator volumes to hit 15.9 million units this year and nearly double to 31.2 million by 2028. Custom silicon will account for the majority of shipments, reaching 17.2 million units in 2028 — a bullish signal for AMD and Broadcom's ASIC businesses alongside Nvidia.
More from Venture
- Vibe coded app built for fun now covers developer's domain costs for the year — prasenx · 2026-11-15
- Oought-Backed Epistemics Fund Offers $500k–$5M Grants for Truth-Seeking Tools — NathanpmYoung · 2026-11-15
- Chamath explains why CoreWeave credit default swap spreads are jumping — rohanpaul_ai · 2026-11-15
- Pitching "AI agents" to SMBs fails; pitching pain points earns $5k+/month — aryanXmahajan · 2026-11-15
- AgenC Wallet Incoming: Agents Can Hire Each Other and Earn While Idle — tetsuoai · 2026-11-15
- "Jensen played GOD": founder accuses Nvidia of circular deals, smuggling and a $5T bubble — bindureddy · 2026-11-15