AI chipmakers ramping up for a bigger year in 2026 - MSN
FactSet analysts expect Nvidia, Intel, Broadcom, AMD, and Qualcomm to generate more than $538 billion in combined sales. However, 2026 also brings with it previously unheard-of challenges.
Driven by the AI boom, chipmakers posted $400B+ in sales in ...
1 day ago · Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026 — Nvidia leads …
After a year of blistering growth, AI chip makers get ready ...
1 day ago · Last week, Nvidia signed a $20 billion licensing deal with the chip startup Groq, which designs chips and software that help accelerate AI inference. Driven by the explosive growth of …
Driven by the AI boom, chipmakers posted $400B+ in sales in ...
1 day ago · Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026 Published about …
The AI Infrastructure Gold Rush: A $400B Bet on the Future of ...
Aug 2, 2025 · - AI infrastructure market to grow from $87.6B in 2025 to $400B+ by 2030, driven by HPC, cloud-native solutions, and energy-efficient hardware. - NVIDIA dominates hardware with Blackwell …
Explosive growth in AI chips puts Nvidia on top, while hidden ...
Sep 21, 2025 · Nvidia accelerators remain the company’s strongest revenue driver through 2028 Hyperscaler spending could exceed $450 billion annually by 2027 Growth in AI hardware is already …
Nvidia Positioned For $400 Billion AI Boom With Advanced GPUs ...
Jan 29, 2025 · Expectations for aggregate AI-driven and data center development capital investment should exceed $330 billion this year, from just under $250 billion in 2024 to over $400 billion next year.