After a year of blistering growth, AI chip makers get ready ...
1 day ago · Analysts polled by FactSet estimate that the combined sales from Nvidia, Intel, Broadcom, AMD and Qualcomm will top $538 billion.
Here's where AMD can gain ground in the AI chip race next ...
1 day ago · On the other hand, Mortonson said he sees AMD's non-AI chips business continuing to take share from Intel (INTC) in the market for traditional server chips.
Broadcom vs. AMD: Which AI Chip Stock Will Outperform in 2026?
Dec 19, 2025 · Both Broadcom and AMD were big winners in 2025. The question, though, is which stock will perform better in 2026. Let's look at the case for both stocks. Microsoft has already been working …
Semiconductor Industry Hits $400B Revenue in 2025 Amid AI ...
1 day ago · Together with Intel, Broadcom, AMD, and Qualcomm, the combined figure would reach $538 billion—excluding any contributions from Google or Amazon's proprietary AI chips.
Driven by the AI boom, chipmakers posted $400B+ in sales in ...
Wall Street Journal: Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026 — Nvidia …
Nvidia, Broadcom Can Both Win As Physical AI Set To Be Next ...
1 day ago · Physical AI is the next multi-trillion dollar wave. Discover why the widening chip market means both Nvidia and Broadcom are set to win big.
OpenAI partners with Broadcom custom AI chips alongside ...
Oct 13, 2025 · OpenAI and Broadcom have been collaborating for 18 months on a new line of co-designed chips optimized for inference and networked through Broadcom’s Ethernet stack. The …