- NVDA
The intelligence (AI) research on the semiconductor industry, predicts that the data center build-out will accelerate next year.
SemiAnalysis notes that global data center capacity net additions could surge to 51.2 gigawatts (GW) in 2027, <a s 25 GW. The planned additions for next year point to an acceleration over 2026's estimated 60% capacity addition. This is great news for Nvidia, as its strong share of the AI chip market should help sustain its impressive growth next year.
Missed AI’s “Act 1”? Act 2 Could Be 14x Bigger.Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout.Continue »
However, there is another company that’s winning big from the
<p>As these customers are tapping Celestica to build high-speed networking components such as switches, along with storage controllers and custom AI chips, it is easy to see why Celestica’s growth has taken off. The company has raised its 2026 guidance, now expecting a 69% revenue increase to $21 billion. Adjusted
