“`html
Spending on artificial intelligence (AI) infrastructure is increasing, driven by cloud computing operators, AI startups, and technology companies, with AI chip companies expected to thrive in this environment. Notable AI semiconductor companies include Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Broadcom (NASDAQ: AVGO), Marvell Technology (NASDAQ: MRVL), and Taiwan Semiconductor Manufacturing (NYSE: TSM).
Nvidia holds a dominant 92% market share in the GPU sector, essential for AI workloads, significantly enhanced by its CUDA software platform. AMD, while trailing, has carved a niche in the AI inference market with growth potential. Broadcom’s networking technology is crucial for data management in AI clusters, with a significant market opportunity of $60 billion to $90 billion forecasted by fiscal 2027. Marvell Technology is also involved in providing components for custom AI chip development for major companies like Amazon and Microsoft.
Taiwan Semiconductor Manufacturing is the leading manufacturer of advanced chips, ensuring strong growth due to collaborations with major clients and increasing chip demand.
“`
