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.