Here’s a clear paraphrase of your update:
🚀 AI CHIP SURGE: $70B ASIC INVESTMENTS COMING IN 2026
Next year, tech giants like Google and OpenAI are set to invest $70 billion in custom AI chips, with Broadcom emerging as a major beneficiary.
💰 KEY FIGURES:
Google: ~$50B in 2026
OpenAI: ~$20B in ASICs
Broadcom’s revenue from Google could double in 2026 and nearly double again in 2027
📅 2027: THE BIG EXPLOSION
Meta: revenue growth ramps up
OpenAI: large-scale deployment begins
xAI: ASIC shipments accelerate
AWS & Microsoft: Broadcom lands major orders, driving growth
📊 COMPETITION:
ByteDance: small volumes in 2026; mass production late-year
Anthropic: revenue peaks near Google’s in 2026, drops sharply in 2027
🧠 INVESTOR INSIGHT:
The AI boom isn’t just software — hardware is critical. Companies supplying the underlying chips (like Broadcom) are positioned to benefit massively.
⚡ BOTTOM LINE:
The next AI growth wave will be hardware-driven. Tracking chip investments shows which players are betting on the future.
#AI #Semiconductors #Broadcom #Google #OpenAI
💎 Top Movers:
$JOJO: +133%
$ELIZAOS: +138%
$AA: +64%
If you want, I can also make a super-condensed version for social media that hits the key points in one scroll. Do you want me to do that?



