The read
Analysis of Oct 28, 2026, on data through Oct 28, 2026. Charts under each judgment are its evidence; sources are linked in the text.
- Chip demand is in a boom without precedent. Worldwide chip sales were $159.7 billion in August on a three-month average, up 144% from a year earlier, and passed $1 trillion for the year to date; the industry association expects more than $1.6 trillion for 2026. (Semiconductor Industry Association) Nvidia's revenue was $303 billion over four quarters, up 83% from a year earlier.
Nvidia revenue
Billions of dollars over the previous four quarters, from company filings. The main supplier of AI accelerators.
Source: Company filings (SEC).
Readings in this chart