← Back to live feed1 story
Morgan Stanley reduced its AMD GPU demand forecast for the period through 2030 by 43.3%, lowering the expected volume from 14.1 million to eight million units over a five-year window starting in 2026. The adjustment reflects concerns regarding AMD's accelerator program as cloud providers like Google, Meta, and Amazon may prefer allocating wafer capacity to their own internal ASIC programs. Morgan Stanley left its current GPU forecasts for Nvidia unchanged.
Sign in to suggest
Key sources
- SOURCE@pequityresearch“revised AMD's GPU demand forecast for 2026-2030 from 14.1 million units to 8.0 million units, or -43.3%”x.com
- SUPPORT@edzitron“Erm lol”x.com
- SUPPORT@kalshi_finance“slashes AMD's GPU forecast by 43%, leaves Nvidia unchanged”x.com
- SUPPORT@midnight_captl“Google, Meta, and Amazon would all strongly prefer more wafer allocation to their own custom silicon programs rather than wafers go to AMD”x.com
- SOURCEhuggingnewshuggingnews.com
- SOURCEhuggingnewshuggingnews.com
- SOURCEmarketbrief.now