Key Points
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Chipmakers Nvidia and Broadcom report significant growth, with Nvidia expecting a 79% revenue increase in Q1 2026.
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Taiwan Semiconductor’s revenue surged 45% year-over-year in March 2026, benefiting from increased AI spending.
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SoundHound AI’s revenue rose 58% year-over-year, while Nebius reports a 400% increase since early 2025.
In 2026, Nvidia (NASDAQ: NVDA) reported a remarkable 73% revenue growth for the previous quarter, with projections of 79% growth for Q1 and 85% for Q2. Meanwhile, Broadcom (NASDAQ: AVGO) is harnessing AI advancements to anticipate over $100 billion in annual revenue by 2027, tripling current figures. Taiwan Semiconductor Manufacturing (NYSE: TSM) is crucial in this AI supply chain, achieving a 45% revenue growth in March 2026 alone.
Smaller companies are also experiencing impressive growth, such as SoundHound AI (NASDAQ: SOUN) with a 58% year-over-year revenue increase, and Nebius (NASDAQ: NBIS), which has soared over 400% since January 2025, with analysts predicting 522% growth in 2026.
