Broadcom Set To Dominate Custom AI Chip Market With 60% Share By 2027, Counterpoint Says

Counterpoint Research says the contention to physique customized AI silicon is accelerating, with hyperscalers scaling interior chips to conscionable surging demand.

Leading unreality and AI providers, including Alphabet Inc.’s (NASDAQ:GOOGL) Google; Amazon.com, Inc.’s (NASDAQ:AMZN) Amazon Web Services; Microsoft Corp (NASDAQ:MSFT); OpenAI; ByteDance and Apple Inc (NASDAQ:AAPL), are rapidly expanding deployments of AI server compute Application-Specific Integrated Circuit (ASIC) based systems to grip specialized grooming and inference workloads, arsenic per Counterpoint Research.

Don't Miss:

• The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest astatine $0.85/Share

• If determination was a caller money backed by Jeff Bezos offering a 7-9% people output with monthly dividends would you put successful it?

Counterpoint Research projects that AI server compute ASIC shipments among the apical 10 hyperscalers volition triple betwixt 2024 and 2027, fueled by surging request for Google's Tensor Processing Unit (TPU) infrastructure supporting Gemini, continued scaling of AWS Trainium clusters, and measurement ramps from Meta Platforms Inc.'s (NASDAQ:META) MTIA and Microsoft's Maia chips arsenic they physique retired interior silicon portfolios.

Counterpoint expects Broadcom Inc (NASDAQ:AVGO) to stay the apical AI server compute ASIC plan partner, holding astir 60% marketplace stock successful 2027, contempt contention from the increasing Google–MediaTek alliance.

At the aforesaid time, the steadfast sees Marvell Technology Inc (NASDAQ:MRVL) facing design-win pressure, with its plan services stock projected to gaffe to astir 8% successful 2027, contempt shipments doubling implicit the aforesaid period.

Trending: Blue-chip creation has historically outpaced the S&P 500 since 1995, and fractional investing is present opening this organization plus people to mundane investors.

Google's TPU fleet volition proceed to anchor manufacture volumes, according to Counterpoint, arsenic the compute demands of grooming and serving next-generation Gemini models thrust sustained interior silicon investment.

While Google's marketplace stock whitethorn easiness arsenic the full addressable marketplace expands and rivals standard their ain chips, TPUs volition stay the halfway backbone of AI server compute ASIC deployments, arsenic per Counterpoint.

The marketplace itself is shifting structurally.

The AI server compute ASIC shipments are pivoting from a concentrated duopoly led by Google and AWS successful 2024 toward a much diversified scenery by 2027, stated Counterpoint.