AI Chip Boom Peaking in 2028? Analyst Says That’s ‘Utterly Wrong’ As Shortage Could Last Until 2030

What's happening

Analyst claim that the AI chip shortage will peak in 2028 is being challenged as new announcements keep expanding demand. Alibaba this week unveiled a new AI chip, the Zhenwu V900, and said it plans models of 5 trillion to 10 trillion parameters (reports name a 10 trillion target and call the chip China's most powerful). Multiple outlets reported Alibaba is positioning the V900 alongside its Qwen Intelligence and 'age of machine intelligence' ambitions, signaling bigger compute needs that will add pressure to global chip supply.

Why it's trending

Because Alibaba's new V900 chip plus plans for 5T-10T parameter models immediately widen the compute demand picture, undermining the idea of a near-term 2028 peak.

SignalHolding at its usual pace, confirmed across 2 independent source types.