Key Points
-
Nvidia and AMD are vying for GPU supremacy.
-
Broadcom’s custom AI accelerator units are gaining popularity.
-
Alphabet may enter the computing unit market in 2026.
Nvidia (NASDAQ: NVDA) is projected to grow its revenue by 63% for fiscal year 2026, driven by AI demand, while AMD (NASDAQ: AMD) has reported $4.3 billion in data center revenue, up 22% year over year. Nvidia’s data center revenue stands at $51.2 billion, significantly exceeding AMD’s numbers. Broadcom (NASDAQ: AVGO) is also emerging with its custom AI accelerators, appealing due to competitive pricing for specific workloads.
Alphabet (NASDAQ: GOOGL) is exploring selling its Tensor Processing Units, a potential new revenue stream, and is recognized for its advancements in generative AI technology. This could reshape the AI landscape in 2026, as companies adjust their strategies in an evolving market.
