MarketPulse

ASIC

7 articles
The Motley FoolThe Motley Fool··Micah Zimmerman

Marvell Positioned as Nvidia Alternative as AI Chip Competition Intensifies

Marvell Technology eyes rapid expansion as hyperscalers seek Nvidia alternatives, targeting $15 billion revenue by fiscal 2028 with 30%+ annual growth.
NVDAMETAMSFTAMZNGOOG+2hyperscalersdata center infrastructure
The Motley FoolThe Motley Fool··Keithen Drury

Three Tech Giants Poised to Lead Agentic AI Revolution: $NVDA, $AVGO, $GOOGL

Nvidia, Broadcom, and Alphabet are positioned to lead agentic AI adoption through GPU dominance, custom chips, and free models respectively.
NVDAGOOGGOOGLAVGOagentic AIdata centers
The Motley FoolThe Motley Fool··Justin Pope

Nvidia vs. Broadcom: AI Chip Giants Diverge as Inference Era Begins

Nvidia and Broadcom lead AI chip market as focus shifts from training to inference. Nvidia targets $1T sales by 2027; Broadcom forecasts $100B+ AI revenue. Similar valuations, different growth profiles.
NVDAMETAGOOGGOOGLAVGOagentic AIGPU chips
GlobeNewswire Inc.GlobeNewswire Inc.··Sns Insider

AI Chip Market Set to Balloon to $1.35 Trillion by 2035

Global AI chip market projected to grow from $102.89B in 2025 to $1.35T by 2035, driven by rapid AI adoption and GPU dominance.
NVDAAMDMSFTAMZNGOOG+3data centercloud computing
The Motley FoolThe Motley Fool··Geoffrey Seiler

Beyond Nvidia: Why Broadcom and AMD May Offer Superior AI Upside

Broadcom and AMD offer superior AI upside potential through custom chips and inference GPUs, positioning them to capture growing market share from Nvidia.
NVDAAMDAVGOagentic AIdata center
The Motley FoolThe Motley Fool··Harsh Chauhan

Intel Positioned for Potential Stock Doubling by 2030 Amid AI Chip Boom

Intel stock could double to $85 by 2030 if the company achieves 25% earnings growth through improved data center chips, ASIC expansion, and manufacturing advances.
MSFTAMZNTSMINTCstock valuationearnings growth
The Motley FoolThe Motley Fool··Keithen Drury

Three AI Leaders Poised for Growth: Microsoft, Nvidia, and Broadcom in Focus

Microsoft, Nvidia, and Broadcom emerge as AI investment opportunities with distinct valuations and growth profiles, each controlling unique advantages in the expanding AI infrastructure market.
NVDAMSFTAVGOvaluationcloud computing