---
title: "Chapter 5, NVIDIA’s place in the queue, read apart, due 31 December 2027 · The AI Compute Race · DRYBURGH"
source: https://dryburgh.com/vol1/tests/2027-14
description: "Chapter 5, NVIDIA's place in the queue, read apart: due 31 December 2027."
---

# Chapter 5, NVIDIA’s place in the queue, read apart

Due 31 December 2027

**The test.** NVIDIA’s majority of the packaging queue weakens if CoWoS capacity reaches the 2027 estimate of about 170,000 wafers a month while NVIDIA’s share of it falls below half. The reading scores neither half, because a falling share would measure concentration among the buyers, not the island’s.

a mixed or partial reading NVIDIA held a rising majority of CoWoS capacity across 2024 and 2025, on Epoch AI’s model.

From *The AI Compute Race*. [Read the book](https://dryburgh.com/vol1#buy)

**Falls due:** 31 December 2027

**Read on:** The trade press’s estimates or Epoch AI’s model

**Chapter:** [Chapter 5 — The Island in Every Machine](https://dryburgh.com/vol1/notes/chapter-5)Why every accelerator runs through Taiwan: the foundry, the packaging and the memory that are booked years ahead, and what that does to anyone arriving late with cash.

## What it names

- Party [NVIDIA](https://dryburgh.com/vol1/parties/nvidia)

[Add this test to your calendar](webcal://dryburgh.com/vol1/data/tests.ics?test=2027-14) · Download this test: [CSV](https://dryburgh.com/vol1/data/test-2027-14.csv) · [JSON](https://dryburgh.com/vol1/data/test-2027-14.json)

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- [Who builds and pays](https://dryburgh.com/vol1/parties)

*The AI Compute Race: Five Races, One Machine* is a book by Lee S. Dryburgh, the first volume of THE COMPUTE ECONOMY, published by Dryburgh, an imprint of Contestra OÜ, Tallinn, Estonia; its record closes on 8 November 2026.

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