AI Hardware & Accelerators

Nvidia announced a $1 trillion chip sales forecast through 2027 at its GTC conference, driving massive AI infrastructure investments. Meta partnered with Nebius on a $12B deal while multiple hardware vendors position for enterprise edge AI deployment. The buildout spans traditional GPU accelerators and emerging neuromorphic computing architectures.

Aehr Test Systems secured a large AI ASIC production forecast with shipments starting Q1 FY2027, while deploying high-power Sonoma test systems reaching 2,000 watts per device. The company projects $60M-$80M in bookings driven by AI wafer-level and packaged-part burn-in demand. NVIDIA's Blackwell and Hopper GPUs compete alongside specialized accelerators including Google TPUs and reconfigurable dataflow units.