Broadcom, AMD, and Marvell Technology projected to surpass Nvidia in AI sales growth by 2028
Updated
Updated · The Motley Fool · Apr 25
Broadcom, AMD, and Marvell Technology projected to surpass Nvidia in AI sales growth by 2028
10 articles · Updated · The Motley Fool · Apr 25
Analysts forecast Broadcom, AMD, and Marvell Technology to achieve CAGRs of 35.6%, 35.2%, and 30.3% respectively, outpacing Nvidia’s 26.2% through 2028.
Broadcom’s CEO anticipates over $100 billion in chip revenue for 2027, while AMD’s upcoming MI450 GPU and new partnerships may further accelerate its growth.
Marvell, recently chosen by Google for custom chips and backed by Nvidia investment, is also expected to outperform, reflecting strong demand for alternatives to Nvidia’s dominant AI chips.
With TSMC at full capacity, which AI chipmaker will actually secure the fabs to win?
Will AMD’s MI450 chip finally give hyperscalers a true alternative to Nvidia?
Is the entire AI boom dangerously dependent on a single company, TSMC?
Can custom chips from rivals truly break Nvidia's powerful CUDA software advantage?
How will the industry's critical shift to light-based photonics reshape data centers?
Is the AI industry's massive energy demand creating an unavoidable environmental crisis?