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Browsing Tag

custom chips

5 posts
AArtificial intelligence
40% of Revenue Comes From Companies Developing Their Own AI Chips
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40% of Revenue Comes From Companies Developing Their Own AI Chips

  • January 26, 2026
Nvidia (NVDA) derives 40-50% of revenue from Microsoft, Meta, Amazon and Google. All four now deploy custom AI…
AArtificial intelligence
Which AI Chip Stock Will Outperform in 2026?
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Which AI Chip Stock Will Outperform in 2026?

  • December 19, 2025
Two of the top semiconductor companies looking to eat into Nvidia’s (NASDAQ: NVDA) artificial intelligence (AI) infrastructure dominance…
AArtificial intelligence
4 No-Brainer AI Stocks to Buy Right Now
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4 No-Brainer AI Stocks to Buy Right Now

  • December 12, 2025
Nvidia and Broadcom are two of the best-positioned chip stocks for the AI infrastructure boom. Alphabet has a…
AArtificial intelligence
Palantir Billionaire Peter Thiel Sells Nvidia and Buys an AI Stock Up 476,900% Since Its IPO
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Palantir Billionaire Peter Thiel Sells Nvidia and Buys an AI Stock Up 476,900% Since Its IPO

  • November 28, 2025
Thiel Macro, a hedge fund led by billionaire Peter Thiel, sold its entire stake in Nvidia during the…
AArtificial intelligence
It's Not Nvidia or Broadcom)
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It’s Not Nvidia or Broadcom)

  • September 20, 2025
AMD and Marvell are both currently in the shadows of Nvidia and Broadcom. However, AMD has a nice…
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