According to CoinMeta, the latest forecast analysis by Omdia shows that in 2028, the shipment volume of AI ASIC will exceed that of GPU, with an estimated 10.5 million units, while the shipment volume of GPU will be 10.1 million units. In terms of revenue, GPU is expected to lead until 2032, although the gap between the two will begin to narrow gradually from 2029 onwards. The underlying logic is that the price of GPU is very high and continues to rise, a factor that is sufficient to offset the faster growth in shipment volume of AI ASIC.