quote: Honestly, I can’t help but laugh whenever I see this kind of modeling. How many people can actually predict what | Hanami
quote: Honestly, I can’t help but laugh whenever I see this kind of modeling. How many people can actually predict what will happen beyond 2027 with any accuracy? Is there even any point in building these models in the first place? Especially the idea of “forecasting” demand… I think it’s utterly absurd. | Morgan Stanley has revised AMD's GPU demand forecast for 2026-2030 from 14.1 million units to 8.0 million units, or -43.3%, while keeping Nvidia's the same.
$AMD $NVDA