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AI Hardware Demand and Key Players
The demand for AI computing hardware is accelerating, with Nvidia leading in GPU sales, generating $57 billion in revenue—a 62% year-over-year increase. The company’s GPUs are currently sold out, indicating a surge in demand that is expected to persist beyond 2026.
Taiwan Semiconductor Manufacturing (TSMC) reported a 41% increase in sales during Q3 and is introducing 2nm chips that consume 25-30% less power than previous generations. Broadcom’s AI semiconductor division saw a 63% rise in sales to $5.2 billion, anticipated to grow to $6.2 billion in Q4.
Alphabet’s sales grew by 16% year-over-year and its earnings per share increased by 35% as its AI model, Gemini, gained traction in the market. These companies are positioned strongly as the AI sector continues to expand.
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