NVIDIA on pace for ~$430B chip sales in 2026 at ~$50K per H200 · AMD slashes AI GPU outlook 75% from 2.4M to 600K units
Published · Updated · By Investus editorial desk (SUNRYU Partners)
NVIDIA is estimated to be on pace for approximately $430B in AI chip sales in 2026, with H200 GPUs priced at ~$50,000 each. In stark contrast, AMD cut its 2026 AI GPU shipment forecast by 75% from 2.4M to 600K units, confirming CUDA ecosystem lock-in is stronger than anticipated. NVIDIA's Blackwell architecture (GB200, NVL72) further increases per-unit ASP, accelerating the revenue divergence.
A full English translation of this report is in progress. The analysis below reflects the original Korean research. Read the Korean original →
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