AI chipmakers ramping up for a bigger year in 2026 - MSN
FactSet analysts expect Nvidia, Intel, Broadcom, AMD, and Qualcomm to generate more than $538 billion in combined sales. However, 2026 also brings with it previously unheard-of challenges.
Driven by the AI boom, chipmakers posted $400B+ in sales in ...
1 day ago · 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 leads …
After a Year of Blistering Growth, AI Chip Makers Get Ready ...
All of it points to another record year coming for chips. Goldman Sachs estimates that Nvidia alone will sell $383 billion in GPUs and other hardware in the 2026 calendar year, an increase of 78% over the …
Driven by the AI boom, chipmakers posted $400B+ in sales in ...
1 day ago · 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 Published about …
Broadcom to help OpenAI create AI chip to take on Nvidia
Sep 5, 2025 · Broadcom Inc. is helping OpenAI design and produce an artificial intelligence accelerator from 2026, getting into a lucrative sphere dominated by Nvidia Corp. The two firms plan to ship the …
AI's Relentless Ascent: NVIDIA and Broadcom Lead the Charge ...
Sep 8, 2025 · Looking ahead, the short-term trajectory for AI hardware providers like NVIDIA and Broadcom appears robust, driven by continued investment in AI infrastructure by hyperscalers and …
OpenAI partners with Broadcom custom AI chips alongside ...
Oct 13, 2025 · OpenAI is teaming up with Broadcom to jointly develop and deploy 10 gigawatts of custom AI accelerators starting in 2026.