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in postSHORT
“NVIDIA's dominant share of AI accelerator revenue is experiencing a gradual decline, dropping from 85% in 2023 to an estimated 75% in 2026.”
@pequityresearch
NVIDIA's AI chip market share erodes from 85% to 75% as hyperscaler custom ASICs undercut it on cost by 30-40%.
NVDASHORT@ $192.29
$199.81-3.91%
since call Jun 28
peak +1.3%
“As of June 2026, Anthropic has committed to roughly 10.8 GW of compute (heavily utilizing AWS and Google/Broadcom ASICs), driving billions of dollars into Amazo”
@pequityresearch
Broadcom's Google ASIC partnership captures 3.5 GW of Anthropic's compute commitment, cementing its custom silicon revenue as inference spend explodes.
AVGOLONG@ $357.65
$381.17+6.58%
since call Jun 28
peak +8.8%
“Anthropic has committed to running its Claude models on AWS Trainium for the next ten years. This serves as the most powerful third-party endorsement of ASICs t”
@pequityresearch
Anthropic's 10-year Claude-on-Trainium commitment and $100B spending backlog lock billions into AWS revenue, validating Amazon's ASIC bet.
AMZNLONG@ $227.37
$265.52+16.78%
since call Jun 28
peak +16.8%
in postLONG
“US might be 30%-35% self-sufficient in advance node production by the end of the decade.”
@pequityresearch
TSMC's three Arizona phases totaling 98K wspm make it the cornerstone of US advanced node onshoring, capturing the bulk of sub-5nm production growth through 2030.
TSMLONG@ $424.74
$396.75-6.59%
since call Jun 28
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