AMD Venice Set to Overtake NVIDIA Vera in 2027, Morgan Stanley Forecasts 6.75M Units
TL;DR Summary
Morgan Stanley projects AMD's Venice EPYC (Zen 6, 2nm) could surpass NVIDIA's Vera CPUs in 2027—Venice about 6.75 million units vs. Vera's 5.75 million—driven by strong TSMC CoWoS packaging demand and Venice targeting both AI and HPC. NVIDIA remains TSMC's top customer, with CoWoS-L for GPUs and CoWoS-R for Vera shipments fueling a ~52% YoY rise in data-center revenue, while rising custom silicon efforts by AI firms threaten to tighten supply in the compute market.
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