Nvidia Lobster: New OS from 7 Chips
Jensen Huang declares Lobster as the new operating system. Nvidia combines 7 chips into a massive compute beast. Targets $1T revenue by 2027.
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Tag: #revenue-forecast29 results
Nvidia GTC: Trillion Revenue, LPU, Space Chips
Nvidia CEO Jensen Huang's 2.5-hour GTC keynote covered AI software and hardware comprehensively. Markets surged as hype concepts materialized, with surprise trillion-dollar compute chip revenue forecasts. Key announcements included LPU, space chips, and one-click 'shrimp farming' AI.
MPS boosts AI power revenue to 85% growth
Monolithic Power Systems (MPS) raised its manufacturing capacity target from $4B to $6B, driven by demand for optical modules and switch power supplies. Strong order momentum persists post-Q1, supporting an 85% YoY revenue growth forecast.
AMD Strong Q2 Outlook on AI Demand
AMD forecasts Q2 sales at $11.2B, plus/minus $0.3B, beating analysts' $10.5B expectation. The No. 2 CPU maker benefits from surging AI investments. Signals robust demand for its AI chips.
ServiceNow Forecasts $30B AI Revenue by 2030
ServiceNow projects $30 billion in subscription revenue by 2030. The strong forecast is fueled by traction in its AI products. This underscores AI's role in enterprise software growth.
TSMC Targets 30%+ Revenue Surge in 2026 on AI Boom
TSMC forecasts over 30% revenue growth in 2026, ramping up capital expenditure and pulling in all equipment to meet surging AI demand. Executives expressed optimism during Q1 earnings, downplaying memory price hikes and Middle East tensions. The growth is driven by global AI frenzy and strong chip demand.
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TSMC Ups 2026 Outlook on AI Demand
TSMC raised its 2026 revenue outlook, signaling strong confidence in AI chip demand. This upbeat forecast highlights resilience amid economic concerns from the Middle East conflict.
Arm Eyes $100B AI Chip Opportunity
Arm CEO Rene Haas highlights a $100 billion chip market opportunity from the AI boom in cloud computing and data centers. The company expects this segment to dominate its business ahead. Interview recorded March 23 for Bloomberg Tech: Europe.
Chip Sales Hit $888B Feb 2026, Up 62% YoY
SIA and WSTS report global semiconductor revenue reached $887.8B in February 2026, up 61.8% YoY and 7.6% MoM. Strong growth across Americas (59.2%), Asia-Pacific (93.5%), and China (57.4%); Japan flat. Annual sales projected near $1T on sustained demand.
Nvidia Targets $1T AI Chip Revenue by 2027
Nvidia CEO Jensen Huang predicts AI chip revenues will reach $1 trillion by 2027. Cursor admits its new model was trained on Kimi data and apologizes. Alibaba sets five-year goal of $100B in cloud and AI commercialization revenue.