🚀 AI CHIP BOOM: The $70B ASIC WAVE IS COMING
Big tech is gearing up for the next phase of AI growth — custom silicon.
In 2026 alone, Google + OpenAI could deploy nearly $70B into AI-specific chips, and Broadcom is positioned as a key beneficiary.
💰 THE NUMBERS
• Google: ~$50B expected ASIC spend in 2026
• OpenAI: ~$20B in custom chip investment
• Broadcom: Revenue from Google could double in 2026 — then nearly double again in 2027
📅 2027 = THE REAL LIFTOFF
2026 builds the base. 2027 is when scale hits hard:
🔥 Meta: Revenue acceleration begins
⚡ OpenAI: Mass production + large-scale deployment
🚀 xAI: ASIC shipments ramp aggressively
☁️ AWS & Microsoft: Major Broadcom orders drive growth
📊 COMPETITIVE SNAPSHOT
• ByteDance: Limited volumes in 2026, scale arrives late
• Anthropic: Peaks near Google-level revenue in 2026, then fades by 2027
🧠 INVESTOR TAKEAWAY
The AI race isn’t just software — it’s silicon dominance.
The real winners may be the “picks & shovels” suppliers powering the compute war.
⚡ BOTTOM LINE
The next AI expansion is hardware-driven.
Follow the chip flows — that’s where conviction capital is moving. 💎🔌
#Semiconductors #asic #broadcom #Google #OpenAI
