AMD Venice Shipments Forecast to Outpace Nvidia Vera as AI Chip Competition Intensifies

AMD's Venice, a next-generation data-center processor based on the Zen 6 architecture, will compete with Nvidia's Vera CPU in the AI server market. Their rivalry will reshape the data-center chip landscape while increasing demand for TSMC's advanced process and packaging capacity, affecting how supply-chain resources are allocated.

Morgan Stanley's latest forecast puts AMD Venice shipments at 6.75 million units in 2027, about 17% more than Nvidia Vera's implied volume of roughly 5.77 million units. As AMD, Nvidia and technology giants simultaneously expand production of in-house AI chips, TSMC could emerge as the primary beneficiary of rising demand for advanced packaging.