Key Points
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Nvidia dominates global AI training and inference markets.
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Micron reports a nearly 57% revenue increase year-over-year, driven by AI demand.
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TSMC expects its AI chip revenues to grow at a mid-to-high 50% CAGR from 2024 to 2029.
According to the World Economic Forum, 30% of Gen Z investors are beginning to invest during their university years or early adulthood, significantly higher than previous generations. This shift reflects a growing preference for growth stocks, with nearly 22% of Gen Z likely to invest in AI stocks.
Nvidia anticipates fiscal 2026 revenue of approximately $213.3 billion, a 63.5% year-over-year increase, with an earnings-per-share estimate of $4.69. Notably, Chinese companies have reportedly ordered over 2 million of Nvidia’s H200 AI chips, creating a lucrative market opportunity valued at over $50 billion. Micron is reporting Q1 fiscal 2026 revenues of $13.6 billion, with demand for its memory products outpacing supply. Additionally, TSMC recorded Q4 fiscal 2025 revenues of $33.7 billion, with expectations for ongoing expansion and investment of $52 billion to $56 billion in capital expenditures in 2026 to boost AI chip production.
