Updated
Updated · Wccftech · Jun 26
AMD EPYC Venice Seen Reaching 6.75 Million Units by 2027, Beating Nvidia Vera
Updated
Updated · Wccftech · Jun 26

AMD EPYC Venice Seen Reaching 6.75 Million Units by 2027, Beating Nvidia Vera

2 articles · Updated · Wccftech · Jun 26

Summary

  • Morgan Stanley projects AMD's EPYC Venice CPUs will ship 6.75 million units in 2027, topping Nvidia's Vera at 5.75 million and marking roughly 5.4 times Venice's 2026 volume.
  • Agentic AI demand is driving that ramp as CPUs consume more TSMC advanced packaging, with Venice positioned for both AI and HPC workloads while Vera targets AI systems.
  • TSMC's CoWoS capacity is expected to reach 200,000 wafers per month in 2027, supporting broader CPU and AI chip growth across both companies.
  • Nvidia is still forecast to remain TSMC's biggest CoWoS customer in 2027, with CoWoS-L usage near 910,000 units and data-center revenue projected to rise 52% year over year.
  • Custom silicon from OpenAI, Google and Amazon could become the bigger long-term threat, intensifying competition beyond the AMD-Nvidia CPU race.

Insights

As AI infrastructure costs soar, is the real bottleneck now energy and cooling, not just chip supply?
With custom silicon shipments projected to surpass GPUs, how can NVIDIA defend its 90% market dominance?
As AI agents gain power to act, what prevents them from catastrophically 'doing the wrong thing'?