Core News Facts
Nvidia is set to ship its next-generation Vera Rubin platform, a six-chip AI supercomputer, by the end of 2023. The company anticipates $1 trillion in total orders for its Blackwell and Vera Rubin platforms between 2026 and 2027.
Broadcom reported a 143% year-over-year increase in AI semiconductor revenue, reaching $10.8 billion in its fiscal 2026 second quarter. CEO Hock Tan forecasts AI semiconductor revenue to surpass $100 billion by 2027.
Vertiv Holdings saw organic sales in the Americas grow by 44%, totaling $1.8 billion, benefiting from the rising need for data center infrastructure. Analysts project Vertiv’s earnings to grow at an annualized rate of over 32% in the long term.
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