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AMD Venice Set to Overtake NVIDIA Vera in 2027, Morgan Stanley Forecasts 6.75M Units

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Source: Wccftech
AMD Venice Set to Overtake NVIDIA Vera in 2027, Morgan Stanley Forecasts 6.75M Units
Photo: Wccftech
TL;DR

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.

Topics:businesstechnology#agentic-ai#amd-epyc-venice#morgan-stanley#nvidia-vera#technology#tsmc-cowos
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  1. AMD’s EPYC Venice To Outpace NVIDIA’s Vera CPUs With 6.75M Units by 2027, Morgan Stanley Says, as Zen 6 Eclipses a 5.75M Rival  Wccftech
  2. How a Niche Technology Became a Choke Point for A.I.  The New York Times
  3. Nvidia (NVDA), AMD, and TSMC (TSM) Stocks Fall Despite a Bullish Morgan Stanley Report  TipRanks
  4. Overseas Research Selection | Morgan Stanley Raises CoWoS Demand Forecast: Expected to Reach 2.69 Million Units by 2027, Driven by CPUs and ASICs as New Engines  Moomoo
  5. How AI Is Ending Asia's Era of Cheap Laptops and Phones  Techloy

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