Nvidia's dominance in AI extends beyond its chip business, with the company now offering a full-stack AI factory platform. This platform includes compute, networking, systems, algorithms, and software, marking a significant expansion of its AI capabilities. Nvidia's CEO Jensen Huang described the company's outlook as 'supply-constrained' and emphasized that the entire supply chain is challenged. The company's AI business is expected to grow approximately 70% in fiscal 2028.
However, Nvidia faces competition from Broadcom, which has secured deals with major AI players like OpenAI, Anthropic, and Meta. Broadcom's AI semiconductor revenue alone was $16.70 billion, growing 221% year-over-year and 54% sequentially. The company's market cap is around $1.70T, with AI revenue expected to reach $115B in FY27.
Google is also making strides in AI, using its latest models to support environmental projects in the Asia-Pacific region. The program aims to help organizations scale their solutions for a more sustainable future. Meanwhile, other companies like Apple are investing in AI, with a focus on leveraging its existing ecosystem to create new revenue streams.
In other developments, ASSIST Software and Codesphere presented a joint concept on using robotics, artificial intelligence, and sovereign cloud technology in operational settings. FieldAssist's AI upgrades are transforming sales operations, providing active, predictive intelligence. The AI market continues to show strong growth, with Broadcom and Foxconn reporting strong AI-related revenue.
Key Takeaways
• Nvidia's AI business is expected to grow approximately 70% in fiscal 2028. • Broadcom's AI semiconductor revenue was $16.70 billion, growing 221% year-over-year. • Broadcom's AI revenue is expected to reach $115B in FY27. • Google is supporting 16 organizations in Asia-Pacific with its latest AI models for environmental projects. • Apple is investing in AI, with a focus on leveraging its existing ecosystem. • ASSIST Software and Codesphere presented a joint concept on using AI in operational settings. • FieldAssist's AI upgrades are transforming sales operations. • Broadcom's market cap is around $1.70T. • OpenAI, Anthropic, and Meta are using Broadcom's custom AI accelerators. • Foxconn's August revenue reached a record T$921.8 billion, up 52% year over year.Nvidia's AI Dominance Expands Beyond Chips
Nvidia is no longer just a chip company, but an infrastructure platform for all of AI. The company has grown to offer a full-stack AI factory platform, including compute, networking, systems, algorithms, and software. Nvidia's CEO Jensen Huang described the company's outlook as 'supply-constrained' and emphasized that the entire supply chain is challenged. The company's AI business has seen significant growth, with revenue expected to grow approximately 70% in fiscal 2028.
Broadcom Threatens AMD's AI Growth
AMD's AI growth story has a threat it cannot ignore: Broadcom. Broadcom's custom accelerators are locking in hyperscaler customers, including OpenAI, Anthropic, and Meta. AMD's Q2 FY2026 revenue hit $11.54 billion, up 50.1% year over year, but Broadcom's Q3 FY2026 revenue reached $29.59 billion, up 85.5% year over year. Broadcom's AI semiconductor revenue alone was $16.70 billion, growing 221% YoY and 54% sequentially.
Broadcom vs Marvell: AI Chip Stock Showdown
Broadcom and Marvell reported blowout AI chip quarters, but the gap between them runs far deeper than raw revenue numbers. Broadcom's market cap is around $1.70T, while Marvell's is around $196B. Broadcom's AI revenue is expected to reach $115B in FY27, while Marvell's total revenue is expected to reach around $12B in FY27.
Beyond Nvidia: The AI Market's Hidden Gems
If you only own Nvidia for AI exposure, you're missing half the trade. Broadcom's custom AI accelerators are crucial for AI inference tasks. Broadcom's AI chip sales soared 65% to $20 billion in fiscal 2025 and are expected to rise nearly sixfold to $115 billion by fiscal 2027.
Google Supports AI Environmental Projects
Google is supporting 16 organizations across Asia-Pacific in their environmental projects. The organizations will use Google's latest AI models to advance projects in biodiversity, sustainable agriculture, and carbon solutions. The program aims to help these organizations scale their solutions for a more sustainable future.
Weekly Market Wrap: AI Demand Remains Strong
Broadcom and Foxconn reported strong AI-related revenue, indicating that spending on AI infrastructure is still expanding. Broadcom expects AI-chip revenue to roughly double again in fiscal 2028, to around $230 billion. Foxconn's August revenue reached a record T$921.8 billion, up 52% year over year.
ASSIST Software and Codesphere Bring Edge AI to IKT Security Conference
ASSIST Software and Codesphere presented a joint concept on using robotics, artificial intelligence, and sovereign cloud technology in operational settings. The presentation addressed the need for organizations to maintain control over sensitive data and decision-making processes while using AI.
5 FieldAssist AI Upgrades to Boost Sales
FieldAssist's AI upgrades are transforming sales operations by providing active, predictive intelligence. The upgrades include computer vision, smart SFA, and distribution management systems. These upgrades enable sales reps to become strategic consultants, and businesses see an immediate lift in Lines Per Call (LPC) and total drop size.
Why Apple May Be the Safest AI Stock
Apple's AI ambitions are often overlooked, despite significant investments in the field. The company's focus on AI is not just about developing new technologies but also about leveraging its existing ecosystem to create new revenue streams.
Practical AI Uses for Retirees
AI can assist retirees in various ways, including setting up technology, providing research assistance, and offering health-related advice. Chatbots like ChatGPT, Gemini, and Microsoft Copilot can be used to simplify complex tasks and provide useful information.
Back to School and AI: UAB Offers Tips for Parents
Experts at the University of Alabama at Birmingham (UAB) provide guidance for parents on how to approach and address their children's exposure to artificial intelligence. Creating an understanding and learning space for AI literacy in the home can benefit both parents and children.
Sources
- Nvidia Is No Longer Just a Chip Company. It’s the Infrastructure Platform for All of AI
- AMD's Whole AI Story Has One Threat It Cannot Ignore: Broadcom
- Broadcom vs Marvell: One of These AI Chip Stocks Is a Clear Winner
- If You Only Own Nvidia for AI Exposure, You're Missing Half the Trade. Here's the Other Half.
- Backing 16 green AI projects in Asia-Pacific
- Weekly Market Wrap: Broadcom kept the AI boom alive — but oil and iron ore hit the ASX
- ASSIST Software and Codesphere Bring Edge AI and Sovereign Cloud Technology to IKT Security Conference 2026
- 5 FieldAssist AI Upgrades to Take Sales Growth Into High Gear
- Why Apple May Be the Safest AI Stock Nobody Calls an AI Stock
- 7 surprisingly useful AI uses for retirees and empty nesters to make their lives easier
- Back to School and AI: UAB Offers Tips for Parents to Guard Children’s Exposure
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