The Trillion Boom: How the AI Chip Race is Crowning New Stock Market Kings!
Reading Time: 3 minutes
The semiconductor sector has reached a new escalation level in 2026. With the quarterly figures from NVIDIA , an aggressive investment in Taiwan by AMD , and the planned mega-IPO of SpaceX , three heavyweights are simultaneously realigning. The driver is the same megatrend everywhere: the exploding demand for computing power for agentic AI — that is, for autonomous software agents that take on tasks independently. NVIDIA remains the king — but is becoming sluggish. The company reported a revenue of 81.6 billion USD (+85% year-over-year)...
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