đ AI CHIP BOOM: The $70B ASIC WAVE IS COMING
Big tech is gearing up for the next phase of AI growth â custom silicon.
In 2026 alone, Google + OpenAI could deploy nearly $70B into AI-specific chips, and Broadcom is positioned as a key beneficiary.
đ° THE NUMBERS
âą Google: ~$50B expected ASIC spend in 2026
âą OpenAI: ~$20B in custom chip investment
âą Broadcom: Revenue from Google could double in 2026 â then nearly double again in 2027
đ 2027 = THE REAL LIFTOFF
2026 builds the base. 2027 is when scale hits hard:
đ„ Meta: Revenue acceleration begins
⥠OpenAI: Mass production + large-scale deployment
đ xAI: ASIC shipments ramp aggressively
âïž AWS & Microsoft: Major Broadcom orders drive growth
đ COMPETITIVE SNAPSHOT
âą ByteDance: Limited volumes in 2026, scale arrives late
âą Anthropic: Peaks near Google-level revenue in 2026, then fades by 2027
đ§ INVESTOR TAKEAWAY
The AI race isnât just software â itâs silicon dominance.
The real winners may be the âpicks & shovelsâ suppliers powering the compute war.
⥠BOTTOM LINE
The next AI expansion is hardware-driven.
Follow the chip flows â thatâs where conviction capital is moving. đđ
#Semiconductors #asic #broadcom #Google #OpenAI
