Nvidia CEO Predicts AI Chip Orders to Reach $1 Trillion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 20 2026
0mins
Should l Buy ASML?
Source: Fool
- Surge in AI Chip Orders: Nvidia CEO Jensen Huang projected that AI chip orders will reach at least $1 trillion by 2027, significantly exceeding the previous forecast of $500 billion, reflecting strong confidence in computing demand that could drive stock prices of related companies higher.
- Broadcom Revenue Forecast: Broadcom CEO Hock Tan anticipates $100 billion in AI chip revenue for fiscal 2027, indicating substantial market potential that may attract more investor interest in AI-related stocks, further propelling industry growth.
- Capital Expenditure Boom: Amazon, Microsoft, Alphabet's Google, and Meta are expected to approach $600 billion in combined capital expenditures in 2026, with much of that directed towards AI, a trend that will enhance the growth of related technology companies, particularly semiconductor equipment manufacturers like ASML.
- ASML's Market Position: ASML plays a crucial role in semiconductor manufacturing, benefiting from a monopoly in extreme ultraviolet (EUV) systems, and is expected to capitalize on the surge in AI chip demand, with a potential to reach a $1 trillion market cap within the next three to five years.
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Analyst Views on ASML
Wall Street analysts forecast ASML stock price to rise
12 Analyst Rating
12 Buy
0 Hold
0 Sell
Strong Buy
Current: 1302.470
Low
1385
Averages
1583
High
1911
Current: 1302.470
Low
1385
Averages
1583
High
1911
About ASML
ASML Holding N.V. is a holding company based in the Netherlands. The Company operates through its subsidiaries in the Netherlands, the United States, Italy, France, Germany, the United Kingdom, Ireland, Belgium, South Korea, Taiwan, Singapore, China, Hong Kong, Japan, Malaysia and Israel. The Company operates through one business segment which is engage in development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems, consisting of lithography, metrology and inspection systems. The Company offers TWINSCAN systems, equipped with lithography system with a mercury lamp as light source (i-line), Krypton Fluoride (KrF) and Argon Fluoride (ArF) light sources for processing wafers for manufacturing environments for which imaging at a small resolution is required. TWINSCAN systems also include immersion lithography systems (TWINSCAN immersion systems).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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