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Custom AI Chips Expected to Outship GPUs by 2028

Original: Google-Led Custom AI Chips Seen Outshipping GPUs in 2028

Google-led custom AI chips are projected to outsell GPUs in shipments by 2028, according to a new industry forecast. The projection suggests hyperscalers' in-house silicon, including Google's tensor processing units, could displace general-purpose GPUs as the dominant hardware for artificial intelligence workloads within a few years. The claim is drawing attention in semiconductor and cloud computing circles, though it rests on a single forecast.

Why now: The projection challenges the assumption that Nvidia-style GPUs will remain the dominant AI hardware.

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