Blaize Holdings Inc (NASDAQ: BZAI) sees a serviceable addressable market of about $71 billion collectively for video security ...
Teradyne (NASDAQ:TER), a company best known for designing and manufacturing automated test systems and robotics solutions, ...
Broadcom's serviceable addressable market in AI could reach $90 billion in 2027. Over the next five years, it is estimated that $2 trillion will be invested in the buildout of AI data centers ...
‘We expect this to represent an AI revenue, serviceable addressable market, or SAM, for XPUs and network in a range of $60 [billion] to $90 billion in fiscal 2027 alone. We are very well ...
Ambarella is expecting AI to increase its addressable market nicely over the next three years. The company estimates that its serviceable addressable market at the end of 2024 stood at just over ...
The serviceable addressable market for the AI semiconductor categories that Broadcom plays into could be $60 billion to $90 billion in fiscal 2027, Chief Executive Hock Tan said on the call.
Investing.com -- Citi analysts assessed the impact of potential new U.S. government AI chip shipment restrictions on Broadcom ...