---
format: "aidr-story-markdown/v1"
id: "51b85e4c1374739ce6131083ee31517f22b21fe240a78d0414261dcd160ddac6"
canonical_url: "https://aidr.today/51b85e4c?lang=en"
title: "Morgan Stanley Cuts AMD GPU Demand Forecast 43% Through 2030"
lang: "en"
requested_lang: "en"
available_langs: ["en","vi"]
translation_fallback: null
fallback_fields: []
published_at: "2026-10-18T20:41:17.000Z"
category: "Chips"
topics: ["amd","chips"]
source_urls: ["https://marketbrief.now/tech/morgan-stanley-cuts-amd-gpu-demand-forecast-43percent-through-2030-eb335bdd","https://x.com/pequityresearch/status/2111835696142995462","https://x.com/edzitron/status/2111860587542233439","https://x.com/Kalshi_Finance/status/2111917735860904416","https://x.com/Midnight_Captl/status/2111915942532005892","https://huggingnews.com/tech/morgan-stanley-cuts-amd-gpu-demand-forecast-43percent-through-2030-eb335bdd","https://huggingnews.com/tech/morgan-stanley-analyst-dismisses-43percent-amd-gpu-forecast-cut-d1d12b06","https://marketbrief.now/tech/morgan-stanley-analyst-dismisses-43percent-amd-gpu-forecast-cut-d1d12b06"]
summary: "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."
---

# Morgan Stanley Cuts AMD GPU Demand Forecast 43% Through 2030

> [Open the canonical story](<https://aidr.today/51b85e4c?lang=en>)

**Published:** 2026-10-18T20:41:17.000Z
**Category:** Chips
**Topics:** amd, chips

## Summary

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\.

## Sources

- [Story source](<https://marketbrief.now/tech/morgan-stanley-cuts-amd-gpu-demand-forecast-43percent-through-2030-eb335bdd>)
- [Story source](<https://x.com/pequityresearch/status/2111835696142995462>)
- [Supporting source](<https://x.com/edzitron/status/2111860587542233439>)
- [Supporting source](<https://x.com/Kalshi_Finance/status/2111917735860904416>)
- [Supporting source](<https://x.com/Midnight_Captl/status/2111915942532005892>)
- [Story source](<https://huggingnews.com/tech/morgan-stanley-cuts-amd-gpu-demand-forecast-43percent-through-2030-eb335bdd>)
- [Story source](<https://huggingnews.com/tech/morgan-stanley-analyst-dismisses-43percent-amd-gpu-forecast-cut-d1d12b06>)
- [Story source](<https://marketbrief.now/tech/morgan-stanley-analyst-dismisses-43percent-amd-gpu-forecast-cut-d1d12b06>)