: Remains the "backbone" of the AI revolution, with its GPUs powering approximately 80% of global AI training workloads. Investors are watching the rollout of its next-gen Rubin platform in late 2026.
The deep learning and AI sector in 2026 is driven by massive capital expenditures—exceeding $405 billion from big tech alone—which fuels demand for specialized hardware and infrastructure.
: A leader in custom AI accelerators (XPUs) and high-speed networking components essential for AI data clusters.
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