Core Insights - Broadcom anticipates selling at least 1 million 3D stacked chips by 2027, which could generate significant revenue, potentially worth billions of dollars [2][3] Product Development - The 1 million chip projection includes various designs beyond the initial Fujitsu chip, utilizing a stacking technology that enhances data flow speed and energy efficiency [3][4] - Broadcom's stacking technology allows customers to create chips with greater processing power while consuming less energy, addressing the increasing demands of AI applications [4] Market Position - Broadcom's AI chip revenue is expected to double year-over-year to $8.2 billion in its first fiscal quarter, positioning the company as a major competitor to Nvidia and AMD in the semiconductor market [6] - The company collaborates with tech giants like Google and OpenAI to develop custom AI chips, leveraging its engineering expertise to translate designs into manufacturable chips [5][6] Manufacturing Collaboration - Fujitsu is utilizing Broadcom's technology for a data center chip, with Taiwan Semiconductor Manufacturing Co (TSMC) fabricating the chip using advanced 2-nanometer and 5-nanometer processes [7] - Broadcom plans to release two additional products based on its stacking technology in the latter half of the year and aims to sample three more designs by 2027 [8]

Jensen Huang, president/CEO of Nvidia, speaks during a Siemens keynote at CES 2026, an annual consumer electronics trade show, in Las Vegas, Nevada, U.S. January 6, 2026. REUTERS/Steve... Purchase Licensing Rights, opens new tab Read more SAN FRANCISCO, Feb 25 (Reuters) - Nvidia (NVDA.O), opens new tab may have made its immense fortune on the back of specialized graphics processing units (GPUs) used to power artificial intelligence servers, but CEO Jensen Huang is increasingly professing his love for the mo ...

Exclusive: DeepSeek withholds latest AI model from US chipmakers including Nvidia, sources say | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Nvidia and Deepseek logos are seen in this illustration taken, January 27, 2025. REUTERS/Dado Ruvic/Illustration//File Photo [Purchase Licensing Rights, opens new tab]- Companies- Summary- China strategy may be to place US hardware, models at disadvantage, research firm says- US official say ...

Core Viewpoint - Nvidia's upcoming fiscal fourth-quarter results and guidance for fiscal 2027 are highly anticipated, with a focus on its pricing power and gross margin performance [1][9]. Group 1: Nvidia's Market Position - Nvidia has established itself as a leader in the AI revolution, with its GPUs dominating enterprise data centers, leading to a share price increase of approximately 1,200% since the beginning of 2023 [2]. - The company has consistently exceeded Wall Street's sales and profit forecasts, indicating strong market performance [2]. Group 2: Gross Margin Importance - Gross margin is a critical metric for assessing Nvidia's fourth-quarter performance and fiscal 2027 outlook, with expectations for it to remain high [4][9]. - Nvidia's gross margin has risen from the low-to-mid 60% range to an estimated 74.8% for the fiscal fourth quarter, reflecting strong pricing power [8]. Group 3: Factors Supporting Pricing Power - Two main factors contribute to Nvidia's pricing power: superior GPU capabilities compared to competitors and a significant demand-supply imbalance in the GPU market [5][6]. - The Hopper (H100), Blackwell, and Blackwell Ultra GPUs are seen as premium products, allowing Nvidia to command higher prices [5]. Group 4: Competitive Pressures - If Nvidia's gross margin guidance for fiscal 2027 falls to the low 70% range or below, it may indicate competitive pressures from rivals like AMD, which offer cheaper and more readily available GPUs [11]. - Other major tech companies are developing their own GPUs or AI solutions, which could impact Nvidia's market share and pricing power in the future [12]. Group 5: Strategic Partnerships - Nvidia's recent expansion of a multiyear GPU agreement with Meta Platforms may alleviate some competitive concerns, but the potential easing of GPU scarcity could negatively affect its pricing power [13].

December, FHFA says][Worldcategory] [India and Canada to begin free trade talks during Carney's visit, minister says][Businesscategory] [Payments processor FIS posts higher profit on boost from banking solutions unit] VIEW AMD secures Meta as next big AI chip customer | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A 3D printed Facebook's new rebrand logo Meta is seen in front of a displayed AMD logo in this illustration taken Nove ...

Ac t i o n | 16 Feb 2026 20:54:33 ET │ 18 pages NVIDIA Corp (NVDA.O) Preview – Investors Looking Past Earnings to GTC 2026 CITI'S TAKE NVIDIA reports Jan-Q earnings on 2/25. We model Jan-Q sales of $67B above Street $65.6B and expect Apr-Q guide of $73B vs Street $71.6B. We expect continued strong ramp of B300 with Rubin launch to drive a 34% H/H acceleration in CY2H26 sales vs 27% in CY1H26. We believe most investors are looking past the earnings to annual GTC conference in mid- March for NVIDIA to talk ab ...

Ac t i o n | Google TPU sales to grow 4x or ~$65B by FY27 — We model FY26/27 AI revenues of $63B/$102B driven by better-than-expected TPU ramps. We believe AVGO's five announced customers are Google, Meta, Bytedance, Anthropic and Fujitsu based on supply chain discussions, while its two additional engagements are with OpenAI and Apple. Gross margin dilution from Anthropic rack shipments — Given Anthropic's estimated ~$10B rack sales in 2H26 and ~$11B in 1H27 (per AVGO), which we assume ~55% gross margins, w ...

AMD clinches second mega chip supply deal, this time with Meta | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]An AMD logo and a computer motherboard appear in this illustration created on August 25, 2025. REUTERS/Dado Ruvic/Illustration/File Photo [Purchase Licensing Rights, opens new tab]- Companies- Summary- AMD had struck a similar deal with OpenAI last year- Deal gives Meta the option to buy up to 10% of AMD- AMD to sell up to ...

Core Viewpoint - Nvidia's upcoming quarterly earnings report is critical for assessing the sustainability of its profits amid increasing competition and potential risks to its market dominance in the AI chip sector [1][5]. Group 1: Earnings Expectations - Analysts expect Nvidia's profit for the quarter ending in January to surge over 62%, a slowdown from 65.3% growth in the previous quarter [5]. - Revenue is projected to jump more than 68% to $66.16 billion, with first-quarter revenue forecasted to grow another 64.4% to $72.46 billion [6]. - Nvidia has surpassed sales expectations for the past 13 quarters, although the growth delta has been shrinking [6]. Group 2: Competitive Landscape - Nvidia faces competition from companies like Advanced Micro Devices (AMD) and Google, which are developing their own AI chips [3][4]. - Google has entered into a deal with Anthropic to provide its in-house chips, and is reportedly in talks to supply Meta, a significant Nvidia customer [3]. - To maintain its market position, Nvidia has licensed chip technology from Groq in a deal reportedly worth $20 billion [4]. Group 3: Market Dynamics - Concerns are rising about the sustainability of AI spending, with Nvidia potentially reducing its commitment to OpenAI from $100 billion to $30 billion [5]. - Analysts predict Nvidia will forecast revenue for the April quarter at least 3% above estimates, with some expecting it to exceed estimates by over 13% [7]. - Demand for Nvidia's chips, which are essential for processing large AI workloads, is expected to remain strong, supported by Big Tech's capital spending [8]. Group 4: Supply Chain and Production - Supply chain bottlenecks may limit Nvidia's growth, particularly regarding chip shipments as it competes for capacity with TSMC's 3-nanometer assembly lines [9]. - Nvidia's executives hinted at ongoing discussions for data center orders for the next year, suggesting an update to its $500 billion order backlog figure [9]. - The potential return of Nvidia's AI chip sales to China could positively impact sales, as the company seeks to finalize licensing for its H200 AI chip [10]. Group 5: Financial Metrics - Nvidia is expected to record an adjusted gross margin of 75% in the fourth quarter, an increase of over one percentage point from the previous year [11]. - Analysts believe Nvidia's pricing power and secured high-bandwidth memory allocations will mitigate the impact of rising memory prices [12].

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