Omdia's latest predictive analysis shows that shipments of custom AI ASICs will surpass GPUs in 2028. Omdia expects AI ASIC shipments to reach 10.5 million units in 2028, while GPU shipments will reach 10.1 million units. According to Omdia data, in terms of revenue, the situation is different: GPU revenue is expected to stay ahead until 2032, but the gap between the two will gradually narrow starting in 2029. The basic logic behind this is simple: the price of GPUs is very high and is still rising, a factor that is currently sufficient to offset the faster increase in AI ASIC shipments.

Omdia's latest predictive analysis shows that shipments of custom AI ASICs will surpass GPUs in 2028. Omdia expects AI ASIC shipments to reach 10.5 million units in 2028, while GPU shipments will reach 10.1 million units. According to Omdia data, in terms of revenue, the situation is different: GPU revenue is expected to stay ahead until 2032, but the gap between the two will gradually narrow starting in 2029. The basic logic behind this is simple: the price of GPUs is very high and is still rising, a factor that is currently sufficient to offset the faster increase in AI ASIC shipments.