Forecast

History through 2025. Later years are omitted on this public cut.

This public cut shows history through 2025 for server spend, CPU, GPU, and ASIC. Later years are omitted.

Demand: Server / CPU / GPU / ASIC

History through 2025.

Download PNG · Through 2025

Server demand: accelerated vs non-accelerated

History through 2025.

Download PNG · Through 2025

CPU: demand vs supply

History through 2025.

Download PNG · Through 2025

GPU: demand vs supply

History through 2025.

Download PNG · Through 2025

ASIC: demand vs supply

History through 2025.

Download PNG · Through 2025

Coverage: CPU / GPU / ASIC

Forecast tab coverage (supply ÷ demand). CPU stays above 100%; GPU and ASIC ease but stay below full coverage.

Download PNG · Through 2025

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