Key Points
-
Nvidia anticipates significant growth in 2026, driven by agentic AI adoption and the launch of its Rubin GPUs.
-
Broadcom holds a dominant 60% market share in the AI server ASIC market and is set to benefit from the trend of hyperscalers creating custom AI chips.
-
Meta Platforms’ advertising revenue grew 24% year over year in Q4, bolstered by AI advancements.
Nvidia (NASDAQ: NVDA) forecasts major growth in 2026, largely due to the adoption of agentic AI, as noted by CEO Jensen Huang. The launch of the Rubin GPU platform, expected to cut inference costs by 10x and require four times fewer GPUs, is anticipated to generate substantial demand. Nvidia has visibility into approximately $500 billion in revenue from its Blackwell and Rubin products through 2026.
Broadcom (NASDAQ: AVGO) is positioned as a primary player in the AI market, with a 60% market share in AI server ASICs and a robust $73 billion AI-related backlog. Meanwhile, Meta Platforms (NASDAQ: META) reported a 24% increase in Q4 advertising revenue, reflecting significant improvements from AI-enhanced ad models and strong sales in its AI glasses segment.
