Nvidia (NVDA, Financials) remains ahead of Advanced Micro Devices in the artificial intelligence chip market as demand for computing power continues to rise, UBS analysts said after last week’s Computex conference in Taiwan.<\/p>\n
UBS said Nvidia’s Blackwell chips are expected to dominate 2026 shipments, with Rubin Ultra beginning to ramp late in the fourth quarter. AMD’s Helios platform is expected to see motherboard shipments in the same period, though full rack deployments may take longer because of testing and data center integration needs.<\/p>\n
The report also pointed to growing interest in Arm’s data center CPU opportunity. UBS said Arm has added ByteDance and Oracle as customers, supporting the view that its long-term AI revenue target may prove conservative.<\/p>\n
Marvell also drew attention after Nvidia CEO Jensen Huang called it a potential trillion-dollar company. UBS said Marvell remains well positioned in AI networking, optics and custom silicon, though the recent stock move may have gone too far in the near term.<\/p>\n
The update matters because investor focus is shifting from single-chip performance to full AI infrastructure. The next catalyst will be shipment updates from Nvidia, AMD, Arm and Marvell later this year.<\/p>\n","protected":false},"excerpt":{"rendered":"Nvidia (NVDA, Financials) remains ahead of Advanced Micro Devices in the artificial intelligence chip market as demand for…\n","protected":false},"author":2,"featured_media":82783,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,343,344,85,46,125],"class_list":["post-484145","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-il","tag-israel","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/484145","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=484145"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/484145\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/82783"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=484145"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=484145"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=484145"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}