Omdia's latest forecast projects custom AI ASIC shipments at 10.5 million units in 2028 versus 10.1 million for GPUs. By revenue, GPUs are expected to lead through 2032, with the revenue gap beginning to narrow from 2029. Omdia cites very high—and rising—GPU prices as the factor currently offsetting faster ASIC shipment growth.

2026-08-28

Omdia's latest forecast projects custom AI ASIC shipments at 10.5 million units in 2028 versus 10.1 million for GPUs. By revenue, GPUs are expected to lead through 2032, with the revenue gap beginning to narrow from 2029. Omdia cites very high—and rising—GPU prices as the factor currently offsetting faster ASIC shipment growth.