Abdullah Kashif

J.P. Morgan: AI Servers Shipment Forecast > Total Datacenter AI Chip Volumes: Expected to reach 15,895k units in 2026E, growing to 31,173k units by 2028E with a strong compound annual growth rate (CAGR) of 45% from 2025 to 2028. > Nvidia's Dominance: Nvidia continues to dominate high-end datacenter GPUs, projected to grow from 7,425k units in 2026E to 10,673k units by 2028E. Notably, Arm-based Nvidia server chips are forecast to scale rapidly from 80% of its mix in 2026E to 90% by 2028E. > AMD Growth: AMD is projected to experience significant percentage growth in its AI chip volumes, scaling from 800k units in 2026E to 2,000k units by 2028E, achieving a 45% CAGR. > ASIC Expansion: ASIC chip volumes are forecasted for rapid acceleration, growing from 7,370k units in 2026E to 17,200k units by 2028E, representing a robust 60% CAGR. > Total AI Server Volumes: Overall AI server shipments are projected to increase from 2,900k units in 2026E to 5,670k units by 2028E (a 46% CAGR), driven by both high-end GPU servers and AI ASIC servers. $AMD $NVDA $GOOGL $META $AVGO $AMZN $DELL

CEO of Intel, Lip-Bu Tan, on Intel foundry: "Foundry I've been laser focused since I come on board - 18A, 14A. For 18A we're in volume production. 14A I'm coming up very strong. I think we already have 0.5 PDK, stay tuned we're going to have the 0.9 PDK and then early next year we're going to have 1.0 PDK for volume production." "We have multiple customer who want us to really scale their business." Via CASPA (h/t @Alex_Intel_) $INTC