Tag: Nvidia
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Can NVIDIA Instantly Lead AI Into 2026?
NVIDIA remains the clear leader in AI chips as major tech firms ramp up spending on data centers and AI infrastructure. While China’s chip ban poses risks, strong global demand and 43% projected earnings growth support NVDA’s premium valuation, with analysts expecting new highs heading into 2026.
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Beyond Nvidia: 3 Chipmakers Playing Key Roles in the AI Supply Chain
AI demand extends far beyond NVIDIA’s GPUs, creating major opportunities for AMD, Broadcom, and TSMC. AMD’s new accelerators, Broadcom’s networking chips, and TSMC’s foundry dominance make them critical players in the AI supply chain. Together, these chipmakers are fueling the next phase of the semiconductor supercycle.