TSMC $1.5 trillion chip market 2030

TSMC $1.5 Trillion Chip Market by 2030: What It Means for AI Infrastructure Investors

By Carter James | Oplexa Insights May 2026 | 18 Min Read On May 14, 2026, TSMC raised its long-term semiconductor market forecast by 50% in a single announcement. The

Broadcom AI Revenue 2026

Broadcom AI Revenue 2026: Is the $100B 2027 Target Still on Track?

By Carter James | Oplexa Insights May 2026 | 18 Min Read Broadcom AI revenue 2026 is the single most important data point in the custom AI chip market right now.

Microsoft OpenAI Partnership

Microsoft-OpenAI Partnership Restructure: What It Means for Enterprise AI in 2026

By Carter James | Oplexa Insights May 2026 | 15 Min Read Introduction The Microsoft OpenAI partnership that once defined the AI industry has fundamentally changed. On April 27, 2026,

Amazon Trainium 3

Amazon Trainium 3: The $225 Billion Chip Bet Threatening NVIDIA’s AI Dominance

By Carter James | Oplexa Insights May 2026 | 18 Min Read Amazon Trainium 3 is no longer a promising challenger. It is a production-deployed, revenue-generating AI chip business with $225