AI Hardware Market Watch

Nvidia shares rallied 6.6% over five days as investors position for the August 26 earnings.

Goldman Sachs flagged that this run has raised the bar,...

• AMD launches $4-5B debt offering for general corporate purposes amid AI data-center push
• Server revenue set to grow over 80% in H2 2026 and at...

Bernstein sees CPUs emerging as a major TSMC driver, projecting $30B revenue by 2027 to match GPUs and ASICs amid Agentic AI demand.

• Capacity...

• Nvidia's MOUs with Apollo, BlackRock and four others aim to mobilize over $500B for AI infrastructure, treating GPUs as financeable assets.
• Onto...

AMD forecasts data center revenue, including AI, to grow much more than 100% in 2027, driven by a shift from model training to inference workloads.
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Marvell's expanded Nvidia partnership covers silicon photonics and optical interconnects, plus NVLink Fusion integration.

Nvidia's $2 billion...

Nvidia shares have risen 8.34% month-to-date to $217.50 even as Polymarket assigns only a 9% chance of closing above $250 by August 31, down from 50%...

Three U.S. players are pushing back against Nvidia dominance in distinct ways:

• Microsoft is scaling Maia 300 production via TSMC to over 300k units...

Two data points highlight accelerating AI hardware demand:

• TSMC posted a 45% monthly sales rise to NT$467.58 billion in July on sustained AI...

BofA expects Nvidia to beat Q2 estimates with $94-95B revenue and raise guidance to $107-108B on Vera Rubin momentum.

• ChatGPT forecasts a milder...

Nvidia dropped 2.87% to $217.54, trailing the S&P 500's 0.06% decline, yet posted a 6.16% monthly gain that beat both the index and its sector. With earnings due August 26 and strong growth estimates intact, the long-term AI story holds.

BofA calls Nvidia a top pick with $350 target, citing Rubin as trigger for multi-quarter upgrades.

• Memory headwinds limited: Higher costs create...

• TSMC could hit 180,000 3nm wafer starts per month early in Q4 2026 via 5nm line conversions, two to three months ahead of prior targets.
• The move...

A 5-star analyst reset AMD's stock price target after the company raised its long-term forecasts, projecting the AI accelerator market will approach $1.4 trillion by 2030.

ARK Invest went against the post-Meta selloff, adding $14-15.5 million in Nvidia shares and $14-20 million in TSMC around July 28-30.

While trimming...

AMD acquired Taalas to embed specialized inference tech into its accelerator roadmap, pairing it with Instinct GPUs and Helios systems to cut memory...

AMD's purchase of Taalas embeds specific AI model weights directly into silicon, trading flexibility for extreme inference throughput and power...

TSMC is doubling CoWoS advanced packaging capacity to 660,000 wafers from 330,000 in 2024 to meet surging demand from NVIDIA, AMD, AWS, and Broadcom....

AMD is acquiring AI chip startup Taalas to strengthen its inference technology, pushing deeper into the fast-growing AI inference market.

• AMD acquires Taalas, whose chips etch model weights into silicon for model-specific inference up to 48x faster than GPUs on Llama 3.1 8B.
• The deal...