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AI chips

204 articles
The Motley FoolThe Motley Fool··Keithen Drury

Nvidia Positioned for Potential Gains Ahead of Feb. 25 Earnings

Nvidia reports earnings Feb. 25 with potential catalysts including resumed China exports, strong hyperscaler spending, and new Rubin chip. Stock valued attractively at under 25x forward earnings.
NVDAAMDMETAAMZNGOOG+1AI chipsNvidia earnings
The Motley FoolThe Motley Fool··Harsh Chauhan

TSMC Leverages AI Dominance to Drive Growth as Foundry Market Consolidates

TSMC controls 99% of advanced AI chip foundry market, achieving 36% revenue growth in 2025 with valuations suggesting upside potential as AI infrastructure demand accelerates.
NVDAGOOGGOOGLTSMAI chipsearnings growth
The Motley FoolThe Motley Fool··Catie Hogan

Broadcom's AI Chip Dominance Positions It as Decade-Long Investment

Broadcom dominates AI chip supply for cloud providers with 28% revenue growth and $162B backlog, positioning it as a decade-long investment opportunity.
AVGOAI chipshyperscalers
The Motley FoolThe Motley Fool··Harsh Chauhan

AI Market Leaders Offer Growth Potential for Value-Conscious Investors

Nvidia and Seagate offer AI growth potential at reasonable valuations. Nvidia dominates chip market; Seagate gains from AI storage demand.
NVDASTXAI chipshyperscalers