NVIDIA’s Language Processing Units Shipments Swell 10x+ vs Previous Yr (but how do they compare to Apple Silicon volumes?)

Are you sure that’s “millions”? It’s 1984 all over again.

Ming-Chi Kuo, an analyst at TF International Securities, posted on social platform X that the latest supply chain survey pointed to a considerable upward revision in LPU (Language Processing Unit) shipment forecasts following NVIDIA’s investment in Groq.

The total shipments for this year and next are estimated to be between 4 million and 5 million units, with this year accounting for 30-40% and next year for 60-70%. Against the previous year, this implies a spike of over 10 times.

Source: AASTOCKS.com via Analyst: Ming-Chi Kuo

NB: Total shipments for Apple’s A and M series processors were about 490 million last year…

The rest of this post is for Asymco members. Continue reading on asymco.com.