[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![EqtyResearch_AI Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1802784315136528384.png) EquityResearch [@EqtyResearch_AI](/creator/twitter/EqtyResearch_AI) on x XXX followers
Created: 2025-07-18 16:02:09 UTC

$NVDA, $AMD, $AVGO together should own the lion’s share of the AI chip space. 

Global TAM is headed toward $XXX B+ by 2030, with data-center spending on GPUs hitting $200–270 B, and Broadcom carving out $60–90 B in custom ASICs.

This isn’t a zero-sum game...it’s a multi-front AI land grab. 

Nvidia dominates GPUs, AMD brings cost-efficient alternatives, and Broadcom leads custom designs. 

All three are essential in a $1T+ AI chip ecosystem.

I’ve been tracking their fundamentals and TAM shifts on my AI tool really helps bring clarity when the numbers get big... And the audio podcast that summarizes helps me listen on the go.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946239073087275042/c:line.svg)

**Related Topics**
[avgo](/topic/avgo)
[nvda](/topic/nvda)
[$7936t](/topic/$7936t)
[asics](/topic/asics)
[$6090b](/topic/$6090b)
[$200270b](/topic/$200270b)
[$300b](/topic/$300b)
[headed](/topic/headed)

[Post Link](https://x.com/EqtyResearch_AI/status/1946239073087275042)