Goldman Sachs Says ASICs Will Match GPU Demand by 2027. 2 AI Chip Stocks to Load Up on Right Now.

Goldman Sachs predicts that custom-built AI chips (ASICs) will match GPU demand by 2027, with Bloomberg Intelligence forecasting 27% annual growth through 2033. Broadcom and Marvell Technology are positioned as the dominant players in this emerging market, with Broadcom expected to maintain 60% market share. Both companies are designing custom chips for major hyperscalers including Google, Amazon, Microsoft, and Apple.