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data center processors

4 articles
The Motley FoolThe Motley Fool··Lyle Daly

Marvell Nearly Doubles While Nvidia Gains 7%: The Custom Chip Revolution

Marvell surges nearly 100% in 2026 as hyperscalers develop custom AI chips, outpacing Nvidia's 7% gain as ASIC adoption accelerates.
NVDAAMZNGOOGGOOGLAVGO+1AI chipshyperscalers
Investing.comInvesting.com··Sam Quirke

Intel Surges Past Dot-Com Peaks: Has the Turnaround Rally Already Priced In?

Intel stock surges 20%+ on strong earnings, hitting all-time highs with 100%+ YTD gains. Analysts debate if the rally has outpaced fundamentals amid overbought signals.
INTCstock valuationoverbought conditions
Investing.comInvesting.com··Ali Merchant

Nvidia's $1T Revenue Bet: Can AI Inference Live Up to the Hype?

Nvidia forecasts $1 trillion revenue by 2027 via AI inference, but investor skepticism persists amid intensifying competition and custom chip threats.
NVDAAMDIBMINTCcompetitionAI inference
The Motley FoolThe Motley Fool··Chris Neiger

Nvidia Maintains AI Crown Despite AMD's Meta Win and Strong Growth

Nvidia retains AI chip market dominance with 86% share and 65% growth despite AMD's $100B Meta deal and 34% revenue growth, supported by superior CUDA ecosystem and lower valuation multiple.
NVDAAMDMETAvaluationartificial intelligence