Google AI Chip Shipments Surge

DIGITIMES has reported global shipments of high-end cloud AI accelerators are projected to climb to 25.951 million units, a year-on-year increase of 64.5%. ASIC shipments are projected to reach 15.262 million units, a year-on-year increase of 110.9%, surpassing traditional GPUs in shipments for the first time. Nvidia still holds the top market share with 9.096 million units shipped (+18.2% YoY), but its market share has declined to 35.1%. Google shipments are expected to rise sharply to 8.009 million units (an annual increase of 134%), and a market share of 30.9%, narrowing the gap with Nvidia to 4.2 percentage points. Amazon's shipments are estimated at 2.55 million units (an annual increase of 71.9%), Huawei's are estimated at 2.1 million units (an annual increase of 75%), while AMD, Microsoft, Meta and Chinese CSPs are shifting to large-scale deployments, with annual growth rates all exceeding 100%. $NVDA $GOOGL $AMZN $META $MSFT $AMD