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Key Facts on AI Infrastructure Stocks
Nvidia (NASDAQ: NVDA) reported a 63% increase in its fiscal Q3 revenue, reaching $57 billion. Its data center networking revenue surged by 162% to $8.2 billion, driven by its end-to-end AI solutions. Nvidia’s dominance in AI infrastructure is attributed to its integral CUDA software platform and NVLink interconnect system.
Broadcom (NASDAQ: AVGO) is targeting a $60 billion to $90 billion market opportunity in fiscal 2027 by helping hyperscalers design custom AI chips (ASICs). Notably, it has secured a $10 billion order from a new customer and signed a deal with OpenAI.
Advanced Micro Devices (NASDAQ: AMD) aims to expand its market share in GPU technology and recently partnered with OpenAI for compute power. The emerging focus on AI inference presents AMD with a significant growth opportunity within the AI ecosystem.
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