Goldman Sachs Says ASICs Will Match GPU Demand by 2027. 2 AI Chip Stocks to Load Up on Right Now.

Goldman Sachs research predicts that ASICs (application-specific integrated circuits) will match GPU demand by 2027, signaling a structural shift in AI data-center hardware. The article highlights two primary beneficiaries: Broadcom and Marvell Technology, noting Broadcom’s dominant position (Counterpoint forecasts ~60% share) and $8.4 billion of AI revenue in Q1 (+106% YoY). Marvell has rapidly expanded its custom-chip business (it doubled last fiscal year) and has seen analyst price-target upgrades. Bloomberg Intelligence forecasts custom-processor demand to grow ~27% annually through 2033. Market takeaway: ASIC adoption could re-shape demand away from general-purpose GPUs (impacting incumbent GPU suppliers) and sustainably boost ASIC-focused chipmakers; both AVGO and MRVL are presented as long-term, but not cheap, investment opportunities.