Will ASICs Overtake GPUs? How AWS and Google Are Set to Win
The article forecasts ASIC shipments reaching 7.7 million units in 2026 (45% market share) and surpassing GPUs by 2027 (58% share), analyzes TSMC's CoWoS capacity growth, details AWS's Nitro‑Graviton‑Trainium roadmap and network redesign, examines Google's TPU v1‑v8 evolution, and compares Alibaba's Pingtouge chips and revenue impacts across the cloud AI market.
