WealthWise

Broadcom could see significantly higher AI revenue than investors currently expect as Google rapidly scales deployment of its custom Tensor Processing Units (TPUs), according to Mizuho.

The firm estimates Google TPU shipments could exceed 35 million units in 2028, up roughly 8x from about 4.3 million in 2026 and 2.4 million in 2025, as Google expands TPU usage internally and externally through partners such as Anthropic.

Mizuho noted this forecast is far above its estimate of roughly 7 million ASIC shipments for Broadcom, implying substantial upside potential.

Analysts also estimate Broadcom could support roughly 50 million TPU shipments between 2026 and 2028 while benefiting from growing demand for Meta Platforms's MTIA accelerators and OpenAI's upcoming custom AI chips, where Broadcom is expected to play a key role.

Reflecting stronger custom AI chip demand, Mizuho raised its Broadcom AI revenue forecast to $122 billion through 2027, up from $120 billion previously, and introduced a 2028 estimate of $170 billion, with TPUs remaining the primary growth driver.

The firm said, "Buy the AVGO pullback; we believe investor concerns with ASIC/GPU share and MTK competition are overblown," adding that accelerating custom AI chip deployments should also benefit memory suppliers such as Micron Technology and SanDisk, as well as storage companies including Western Digital and Seagate Technology.

#Broadcom #AVGO #Google #TPU #ArtificialIntelligence #AIInfrastructure #ASIC #Anthropic #OpenAI #Meta #Semiconductors #Micron #WesternDigital #Seagate #Investing

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13 hours ago | [YT] | 1

WealthWise

Cerebras surged as much as 23% Monday after nine Wall Street brokerages — including IPO underwriters Morgan Stanley, UBS, Citigroup, and Barclays — simultaneously initiated coverage following the post-IPO quiet period expiry.
Price targets range from $250 (Morgan Stanley) to $300 (UBS, Needham, Mizuho, Rosenblatt), all with Buy or Overweight ratings.

Analysts emphasized that Cerebras is the only company to commercialize wafer-scale AI silicon, giving it a differentiated architecture optimized for low-latency, high-speed inference workloads such as AI agents, reasoning models, coding assistants, and real-time search.

Morgan Stanley initiated with an Overweight rating and $250 price target, citing Cerebras' large contracted backlog and a 750MW compute agreement that positions it to benefit as AI workloads become increasingly reasoning-intensive. Analyst Joseph Moore called it "a unique chance to invest in an AI processor company with a first-mover advantage against NVIDIA, and offers substantial upside as the category evolves."

UBS started coverage with $300 price targets, with UBS analyst Timothy Arcuri saying, “The Cerebras Wafer-Scale Engine (WSE) is the world's largest compute chip and offers performance advantage over GPUs on a subset of fast inference applications that address a premium segment of the inference market.”

Needham also with a price target of $300, pointed to Cerebras' $20 billion-plus compute agreement with OpenAI, which includes deployment of roughly 750MW of capacity through 2028 and an option for an additional 1.25GW, as well as its collaboration with Amazon Web Services on disaggregated inference.

Wedbush Securities initiated with a $270 target, arguing that the AI market is shifting from training toward inference, where speed and latency matter more than raw compute power, creating a favorable backdrop for Cerebras' architecture.

“Cerebras's third-generation Wafer-Scale Engine (WSE-3) is the largest chip ever sold, purpose-built for the one job that defines the high-value end of inference: generating tokens fast. With a differentiated architecture, a step-change in contracted revenue from OpenAI and AWS, and a market only now learning to pay for speed, we see an asymmetric, upside-skewed setup” Wedbush analyst Matt Bryson wrote in a note to clients.

#Cerebras #ArtificialIntelligence #AI #Inference #Semiconductors #AIInfrastructure #DataCenters #MachineLearning #WaferScaleEngine #Computing #Technology #Investing

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14 hours ago | [YT] | 1

WealthWise

Nvidia continues to see exceptionally strong demand for its Grace Blackwell AI systems, including the GB300 and B300, with customers reporting increasing difficulty securing supply.

Wedbush analysts said they do not recall availability constraints this late in an Nvidia accelerator cycle since the Ampere and Hopper generations, suggesting AI demand is accelerating faster than previously expected.

While memory shortages remain a key bottleneck, Wedbush believes Nvidia is better positioned than competitors after securing significant DRAM and HBM supply for 2026 and likely 2027. The firm noted that rival chipmakers, cloud providers, and OEMs are likely facing equal or greater challenges obtaining additional components.

Wedbush also highlighted Pure Storage as a beneficiary of rising NAND and DRAM prices, arguing its architecture uses less NAND and DRAM than competitors and could benefit from memory pricing that has already risen roughly 70%.

Beyond chips, Nvidia is expanding its physical AI and AI infrastructure footprint globally.

The company is partnering with LG Group on humanoid robots and next-generation data centers, while NAVER plans to use Nvidia's DSX platform to build sovereign AI infrastructure starting with a 55-megawatt deployment at GAK Sejong and eventually scaling to gigawatt capacity.

SK Telecom also plans a gigawatt-scale AI cloud using Nvidia technology, with its first AI factory expected online in 2027.

Meanwhile, Nebius is investing about £1.7 billion to build three new Nvidia-powered AI infrastructure sites in the U.K., targeting 65 MW of capacity by 2027.

#Nvidia #NVDA #ArtificialIntelligence #AIInfrastructure #DataCenters #GraceBlackwell #GB300 #B300 #HBM #MemoryChips #Robotics #PhysicalAI #SovereignAI #Semiconductors #Investing

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15 hours ago | [YT] | 1

WealthWise

XPeng used the CVPR Conference to showcase its growing "physical AI" ambitions, highlighting the rollout of its in-house VLA 2.0 model into mass production.

The AI system learns from human driving behavior and helps vehicles make real-world decisions such as lane changes and responding to unexpected events, demonstrating XPeng's ability to turn AI research into commercial products.

The company also said it validated a scaling law that improved single-job training efficiency by 4,360% while increasing GPU utilization from 40% to 90%, levels it says are comparable to leading global AI developers.

Beyond autonomous driving, XPeng emphasized progress on its "world model," which predicts how environments will change after actions are taken, a capability that can be applied across vehicles, humanoid robots, and flying cars.

#XPeng #PhysicalAI #ArtificialIntelligence #AutonomousDriving #Robotics #FlyingCars #HumanoidRobots #MachineLearning #AIInfrastructure #ElectricVehicles #ChinaTech #ComputerVision #CVPR #Technology #Investing

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1 day ago | [YT] | 1

WealthWise

Jensen Huang highlighted South Korea as a key future investment destination, arguing that robotics could become the country's next major growth industry.

"Korea has many sectors to invest in. Robotics is going to be the next major sector here in Korea," Huang said.

He pointed to South Korea's strengths in manufacturing, mechatronics, and artificial intelligence, adding, "Korea is extraordinary at manufacturing, mechatronics, and also artificial intelligence," and that "The fusion of all of that technology is perfect robotics."

Separately, Huang said he has approved Samsung Electronics, SK Hynix, and Micron Technology to supply HBM4 memory for Nvidia's next-generation Vera Rubin AI platform.

When asked about potential investments in South Korea, Huang said, "Korea has many sectors to invest in. Robotics is going to be the next major sector here in Korea."
"Korea is extraordinary at manufacturing, mechatronics, and also artificial intelligence," Huang noted. "The fusion of ⁠all of that technology is perfect robotics.”
Separately, Huang said he’s given the go-ahead for Samsung Electronics, SK Hynix and Micron Technology to supply HBM4, an indispensable component of Nvidia’s next-generation Vera Rubin platform for artificial intelligence work.

#Nvidia #JensenHuang #Robotics #ArtificialIntelligence #SouthKorea #Samsung #SKHynix #Micron #HBM4 #MemoryChips #Semiconductors #AIInfrastructure #VeraRubin #Technology #Investing

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1 day ago | [YT] | 1

WealthWise

Samsara reported Q1 revenue of $478.8 million, up 30.5% year-over-year, beating expectations by $23.6 million, while non-GAAP EPS of $0.17 beat expectations by $0.04.

CEO Sanjit Biswas said the company ended the quarter with nearly $2 billion in ARR, up 30% year-over-year, and added $101 million in net new ARR.

Large customer adoption remained strong, with more than $1.2 billion in ARR coming from customers spending over $100,000 annually, up 37% year-over-year. Samsara added 169 customers generating at least $100,000 in ARR and 15 customers generating more than $1 million in ARR during the quarter.

Looking ahead, CFO Dominic Phillips guided Q2 revenue to $482-$484 million and said the company expects to be GAAP profitable in the quarter.

For fiscal 2027, Samsara raised guidance to $2.005-$2.013 billion in revenue, with a 20% non-GAAP operating margin, $0.70-$0.72 in non-GAAP EPS, and full-year GAAP profitability.

#Samsara #IOT #ArtificialIntelligence #EnterpriseSoftware #SaaS #DigitalTransformation #FleetManagement #IndustrialTech #ConnectedOperations #CloudSoftware #Technology #ARR #Software #Investing #Stocks

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1 day ago | [YT] | 2

WealthWise

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3 days ago | [YT] | 1

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3 days ago | [YT] | 2

WealthWise

Central banks are quietly diversifying reserves into smaller currencies rather than shifting heavily into traditional alternatives to the U.S. dollar.

According to IMF data cited by the Financial Times, the "other currencies" category now accounts for 6.13% of global foreign exchange reserves, or roughly $805 billion, up about $550 billion since 2020 and now larger than holdings of both the Japanese yen and British pound.

Notably, the Chinese renminbi's share has largely stagnated, suggesting reserve managers are not replacing the dollar with a single challenger.

Because the IMF does not disclose the currencies within the category, the beneficiaries remain unclear, but the trend points to a broader diversification strategy across smaller, high-quality markets as central banks seek greater flexibility and resilience in reserve management.

#CentralBanks #Dollar #USDollar #ForeignExchange #FX #CurrencyMarkets #ReserveCurrencies #IMF #GlobalEconomy #Macro #Investing #FinancialMarkets #Yuan #Forex #Economics

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4 days ago | [YT] | 2

WealthWise

GE Vernova will launch its new 3.8 MW-154m onshore wind turbine in India after securing an order from Powerica to supply 28 turbines for the 100 MW Botad wind farm in Gujarat.

The contract includes turbine supply and installation, with deliveries scheduled to begin in Q4 2026 from GE Vernova's manufacturing facility in Pune.

The project marks the first deployment of the company's new "workhorse" turbine in India and expands a partnership that has already delivered four wind projects.

GE Vernova also announced it has received certification from India's Ministry of New and Renewable Energy and has been added to the country's approved wind turbine supplier list, a key requirement for participating in India's rapidly growing wind market.

#GEVernova #WindEnergy #RenewableEnergy #CleanEnergy #India #WindPower #EnergyTransition #PowerGeneration #Infrastructure #Sustainability #GreenEnergy #Electricity #Utilities #Investing #ClimateTech

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4 days ago | [YT] | 4