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data center chips

13 articles
The Motley FoolThe Motley Fool··Daniel Sparks

Amazon's Custom Silicon Challenge Rivals Nvidia as AI Chip Power

Amazon's custom silicon business reaches $20B revenue run rate with 40% growth, potentially worth $50B standalone—rivaling Nvidia as a top-three global chip supplier.
NVDAAMZNAVGOINTCAI chipscapital expenditure
The Motley FoolThe Motley Fool··Leo Sun

Nvidia's Dominance vs. Infleqtion's Ambition: Which AI-Quantum Play Deserves Your Capital?

Nvidia's profitable GPU dominance and 39% growth outlook outpace Infleqtion's unprofitable quantum venture, making the AI giant the stronger investment case.
NVDAAMDIONQIONQ.WSINFQ+1quantum computinggrowth stocks
The Motley FoolThe Motley Fool··Joe Tenebruso

Intel Soars 23.6% on AI-Driven Earnings Beat, Data Center Revenue Jumps 22%

Intel stock surged 23.6% after Q1 earnings crushed expectations, with data center revenue jumping 22% to $5.1B and adjusted net income soaring 156% to $1.5B.
NVDAAMDGOOGGOOGLTSLA+1agentic AIsemiconductor
The Motley FoolThe Motley Fool··Anthony Di Pizio

BlackRock's Tech ETF Soars 62% as AI Boom Eclipses Broader Market Gains

iShares Expanded Tech ETF ($IGM) returned 62% in 12 months, crushing S&P 500, Nasdaq-100, and Dow Jones through heavy semiconductor and AI exposure.
NFLXNVDAAMDMETAMSFT+6artificial intelligenceETF
The Motley FoolThe Motley Fool··Billy Duberstein

Texas Instruments Soars 19.5% on Earnings Beat and AI Chip Boom

Texas Instruments stock surges 19.5% after Q1 2026 earnings beat, driven by AI data center chip growth of 90% and improved free cash flow of $4.4 billion.
TXNcapital expenditurefree cash flow
The Motley FoolThe Motley Fool··Harsh Chauhan

TSMC's AI Dominance Drives Strong Case for $1,000 Investment Before Earnings

TSMC trades at 25x forward earnings with 35% YoY revenue growth and 72% foundry market share, ahead of April 16 earnings release.
NVDAAMDAAPLTSMAVGO+1semiconductor stocksearnings growth
The Motley FoolThe Motley Fool··John Ballard

Can $50K in Broadcom Stock Create Another Millionaire? Here's What It Takes

$AVGO delivered 35% annualized returns over the past decade. AI infrastructure spending and custom chips are critical to repeating that success.
NVDAMETAGOOGGOOGLAVGOAI infrastructure spendingcloud computing investment
The Motley FoolThe Motley Fool··Anthony Di Pizio

Nvidia vs. Micron: Which AI Chip Giant Offers Better Value for Growth Investors?

Nvidia trades at 36.1 P/E with predictable growth; Micron at 17.7 P/E shows explosive 756% earnings growth but faces sustainability risks as memory supply normalizes.
NVDAMUartificial intelligenceAI workloads
The Motley FoolThe Motley Fool··Geoffrey Seiler

TSMC Over Nvidia: Why the Chip Foundry Holds Stronger AI Supercycle Advantage

Analysis favors $TSMC over $NVDA for long-term AI gains, citing inevitable GPU market share erosion and TSMC's indispensable manufacturing position across all chipmakers.
NVDAAMDTSMAI infrastructuresemiconductor manufacturing
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
Investing.comInvesting.com··Louis Navellier

AI Boom Accelerates as Chip Giants Post Blockbuster Results

Semiconductor leaders post explosive earnings as AI demand surges. Micron reports 196% revenue growth; Nvidia projects $1 trillion in AI demand through 2027, doubling prior forecast.
NVDAMUSMCIAI demandSuper Micro Computer
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··Harsh Chauhan

Broadcom's AI Chip Ambitions: Can It Match Nvidia's Dominance by 2030?

Broadcom's AI chip revenue surged 106% to $8.4B annually, with projections exceeding $100B by 2027, positioning it to rival Nvidia's AI dominance by 2030.
NVDAMETAGOOGGOOGLAVGOAI chipshyperscalers