What to watch as Nvidia, AMD, and Broadcom report earnings

Nvidia leads the AI infrastructure race as it, AMD and Broadcom prepare to report earnings, with investors watching whether heavy industry spending is translating into profits. Susquehanna’s Christopher Rolland is upbeat, citing broadening momentum and forecasting Nvidia revenue could hit $1 trillion by end-2027. Cloud giants (Google, Meta, Amazon) have sharply raised capex, supporting demand for GPUs, ASICs and networking gear. AMD and Broadcom are highlighted as key challengers — AMD with a new full-rack Helios solution and a $278 Susquehanna target after a 214% one-year gain; Broadcom with a $406 target and deals with Google/Anthropic but facing competition from Marvell. Rolland also flags a large upside in optical/AI networking (800G shipments to roughly double in 2026). Market impact: earnings and guidance from these chip leaders will be key catalysts for semis, AI infrastructure suppliers and networking stocks over the coming weeks.