Key Points
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Nvidia recently unveiled its new GPU architecture.
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AMD can grab market share that Nvidia is conceding due to supply constraints.
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Broadcom is taking a different approach to AI computing.
Spending on AI capabilities is projected to increase, with hyperscalers expected to invest more in data centers in 2026 than ever before, leading to an estimated global data center capital expenditure of $3 to $4 trillion annually by 2030. This positions companies like Nvidia, AMD, and Broadcom for substantial growth in the coming years.
Nvidia, a leader in AI infrastructure since 2023, is set to achieve a 50% revenue growth in fiscal year 2027, with its market cap reaching $4 trillion. Meanwhile, AMD anticipates a 60% compounded annual growth rate in its data center division and is experiencing increased interest in its software solutions. Broadcom, focusing on application-specific integrated circuit (ASIC) chips, expects its AI semiconductor revenue to surge by 100% in the next quarter.
