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Ming-Chi Kuo: NVIDIA's LPU Shipments Swell 10x+ vs Previous Yr
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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 (NVDA.US) 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. AASTOCKS Financial News Website: www.aastocks.com |
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