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<p>Bank of America analyst Vivek Arya predicts a $1 trillion surge in the chip industry by 2026, led by Nvidia and Broadcom. Arya believes the AI boom is still in its early stages despite high valuations.</p>

- Bank of America analyst Vivek Arya predicts the AI industry, driven by companies like Nvidia and Broadcom, is at the midpoint of a significant transformation, forecasting a 30% annual growth in global semiconductor sales, reaching over $1 trillion by 2026.  
- Arya highlights Nvidia's unique pricing and growth metrics, suggesting that investing in top semiconductor companies based on gross margins is a reliable strategy.  
- Despite the challenges of high capital expenditures for AI data centers, he remains optimistic about the sector's long-term growth potential and the dominance of selected leading companies.

Yahoo Finance

NVIDIA

These 6 stocks will lead the $1 trillion chip surge in 2026, BofA says

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