ASIC shipments to overtake GPUs in high-end cloud AI accelerators in 2027

Digitimes forecasts high-end cloud AI accelerator shipments will reach 25.951 million units in 2027, up 64.5% year-over-year. ASIC shipments will rise 110.9% to 15.262 million and surpass GPUs for the first time, while Nvidia's share falls to 35.1% at 9.096 million units and Google reaches 30.9% at 8.009 million.

• Total 2027 shipments: 25.951 million units, up 64.5%
• ASICs: 15.262 million units, up 110.9%, first time above GPUs
• Nvidia: 9.096 million units, up 18.2%, 35.1% share
• Google: 8.009 million units, up 134%, 30.9% share