<p>AI &#34;Shovel Seller&#34;! Global chip companies' sales to exceed $400 billion in 2025, Goldman Sachs expects NVIDIA alone to generate $383 billion in revenue next year</p>

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Intel

INTEL-T

Qualcomm

Broadcom

<p>Analysts surveyed by FactSet expect that the combined sales of five companies—NVIDIA, Intel, Broadcom, AMD, and Qualcomm—will exceed $538 billion next year, not including sales from Google's TPU business and Amazon's custom chips. However, industry growth also faces significant constraints, including shortages of key components for data centers, difficulties in power supply, and issues related to financing sustainability</p>

- Global chip sales are projected to exceed $400 billion in 2025, marking a record for the industry, with further growth expected in 2026.  
- Analysts anticipate that Nvidia's GPU sales alone could reach $383 billion in 2026, with additional challenges including component shortages and financing sustainability for AI projects.  
- The competitive landscape is shifting as companies like Google and Amazon develop custom chips, while industry leaders face pressure to meet demand amidst looming supply chain and investment concerns.

Wallstreetcn

AI "Shovel Seller"! Global chip companies' sales will exceed $400 billion in 2025, Goldman Sachs predicts NVIDIA's revenue will reach $383 billion next year

保本微利就行

Feed Explorer

ASTS