The adjustment highlights concerns about the long term viability of AMD's accelerator program amidst a shift toward custom silicon. Some analysis suggests that cloud providers like Google, Meta, and Amazon prefer allocating wafer capacity to their own internal ASIC programs rather than purchasing hardware from AMD, placing the company in a precarious market position.
Tuesday, October 20, 2026
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Morgan Stanley Cuts AMD GPU Demand Forecast 43% Through 2030
Tech2 days ago
Eight million GPUs is the new total volume expected to ship from AMD over a five year window starting in 2026. Morgan Stanley reduced this demand projection from a previous estimate of 14.1 million units, a 43.3% decrease for the period through 2030, although it left its current GPU forecasts for Nvidia unchanged.
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