July 6, 2025

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Microsoft, Google Fuel $50B Broadcom AI Chip Growth

The AI sector continues to generate significant activity across various companies and technologies. Broadcom's AI chip business is experiencing rapid growth, fueled by adoption from major players like Microsoft and Google. Analysts predict Broadcom's AI chip revenue could reach $50 billion annually by 2027, potentially driving the company's market value to $2 trillion by 2028 if total revenue hits $89 billion. AMD and Micron are also benefiting from the increasing demand for AI chips, with AMD reporting a 36% revenue increase in the first quarter of 2025, reaching $7.4 billion, and Micron seeing high demand for its high-bandwidth memory (HBM) chips. Jabil, involved in AI infrastructure, is also experiencing growth, with AI-related revenue expected to reach $8.5 billion, a 50% year-over-year increase; its stock has outperformed the S&P 500 over the past year. In the AI stock market, IonQ, a quantum computing firm, is competing with NVIDIA, whose GPUs are crucial for AI computation. BigBear.ai, providing AI-driven software, has seen its stock price triple in the last year and secured a $13.2 million contract with the Department of Defense, despite a slower revenue growth of 5% in the first quarter of 2025. Skyworks Solutions has received a price target increase due to the growing demand for AI potentially boosting phone memory content. Ruvi AI (RUVI), combining blockchain and AI, is also gaining attention, with analysts predicting it could outperform Tron (TRX) and a presale that has already raised $2.2 million.

Key Takeaways

  • Analysts project Broadcom's market value could reach $2 trillion by 2028, driven by AI chip revenue potentially hitting $50 billion in 2027 with major companies like Microsoft and Google using their custom AI chips.
  • AMD's revenue increased by 36% to $7.4 billion in the first quarter of 2025, fueled by AI chip demand.
  • Micron Technology is experiencing high demand for its high-bandwidth memory (HBM) chips used in AI accelerators.
  • Jabil's AI-related revenue is expected to reach $8.5 billion, a 50% year-over-year increase, contributing to its stock outperforming the S&P 500.
  • IonQ, a quantum computing firm, is competing with NVIDIA in the AI stock market, potentially revolutionizing AI capabilities.
  • BigBear.ai's stock price has tripled in the last year, and the company secured a $13.2 million contract with the Department of Defense.
  • Skyworks Solutions' stock price target increased due to growing AI demand potentially driving phone memory content.
  • Ruvi AI (RUVI) is projected to potentially outperform Tron (TRX), with its presale raising $2.2 million.

Broadcom stock could reach $2 trillion value by 2028 analysts say

Analysts predict Broadcom's market value could hit $2 trillion by 2028. Broadcom's AI chip revenue is growing fast, with a 77% jump in the fiscal first quarter. Major companies like Microsoft and Google are using Broadcom's custom AI chips. TD Cowen estimates Broadcom's AI chip revenue could reach $50 billion a year in 2027. If Broadcom's total revenue reaches $89 billion, its market cap could hit almost $2 trillion.

AMD versus Micron which AI stock is better

AMD and Micron Technology stocks have both increased in value recently. Both companies benefit from the growing demand for AI chips. AMD's revenue in the first quarter of 2025 increased by 36% to $7.4 billion. Micron Technology is seeing high demand for its high-bandwidth memory (HBM) chips used in AI accelerators. Analysts predict Micron's earnings will increase significantly this year due to AI-driven demand.

Analysts predict long-term growth for Jabil due to AI exposure

Analysts are optimistic about Jabil Inc because of its increasing involvement in AI infrastructure. Stifel analyst Ruben Roy gave Jabil a "Buy" rating with a price target of $245. Jabil's AI-related revenue is expected to reach $8.5 billion, a 50% year-over-year increase. Jabil provides manufacturing and design services, including electronics development and assembly.

Analysts predict long-term growth for Jabil due to AI exposure

Analysts are optimistic about Jabil Inc because of its increasing involvement in AI infrastructure. Stifel analyst Ruben Roy gave Jabil a "Buy" rating with a price target of $145. Jabil's success is due to diversification, improving markets, and AI infrastructure exposure. Jabil's stock has grown by 64.48% over the past year, compared to the S&P 500's 14.41% gain.

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Quantum computing firm IonQ challenges AI leader NVIDIA in stock market

IonQ and NVIDIA are competing for dominance in the AI stock market. IonQ focuses on quantum computing, while NVIDIA leads in AI hardware. NVIDIA's GPUs are essential for AI computation. IonQ's quantum computing could revolutionize AI capabilities. This competition is redefining AI investments.

Is BigBear.ai stock a good investment now

BigBear.ai's stock price has tripled in the last year. The company provides AI-driven software to help organizations analyze data. BigBear.ai's revenue grew slowly, only 5% in the first quarter of 2025. The company has a new CEO, Kevin McAleenan, and a $385 million backlog. BigBear.ai secured a $13.2 million contract with the Department of Defense.

Skyworks stock gets price target increase due to AI growth

Mizuho analyst Vijay Rakesh increased the price target for Skyworks Solutions stock to $75.00. The firm maintains a "Neutral" rating on the stock. The increased price target is due to the growing demand for AI, which may drive phone memory content.

Ruvi AI token favored over Tron for potential gains

Analysts believe Ruvi AI (RUVI) could outperform Tron (TRX) with a potential 103x gain this year. Ruvi AI focuses on security and transparency, with a third-party audit by CyberScope. It has a partnership with WEEX Exchange for post-presale liquidity. Ruvi AI combines blockchain and AI to provide solutions for marketing, entertainment, and finance. The Ruvi AI presale has raised $2.2 million, with tokens priced at $0.015 each in Phase 2.

Sources

Broadcom AI chips Market value Microsoft Google TD Cowen AMD Micron Technology High-bandwidth memory (HBM) AI accelerators Jabil Inc AI infrastructure Stifel Ruben Roy AI-related revenue Electronics development Assembly Artificial intelligence (AI) IonQ NVIDIA Quantum computing GPUs AI hardware AI investments BigBear.ai AI-driven software Department of Defense Skyworks Solutions Mizuho Vijay Rakesh Ruvi AI Tron Blockchain WEEX Exchange CyberScope