NVIDIA, ranked first in Wednesday's US stock turnover, closed down 0.84%, with a turnover of $28.123 billion. A recent study by TF International Securities analyst Ming-Chi Kuo points out that as NVIDIA increases its investment in AI inference architecture company Groq, Groq's LPU shipment forecasts have been significantly revised upwards. The AI inference hardware market is expected to see exponential growth over the next two years.
The report estimates that cumulative LPU shipments will reach approximately 4 to 5 million units between 2026 and 2027. Shipments in 2026 are projected to account for about 30% to 40% of this total, rising to 60% to 70% in 2027. Compared to previous annual shipment figures, this represents a more than tenfold increase, indicating that AI inference demand is rapidly entering a phase of large-scale deployment.
Regarding hardware architecture, NVIDIA plans to significantly increase the number of LPUs configured in a single AI cabinet from the current 64 to 256. This expansion aims to increase memory capacity while maintaining ultra-low latency for inference performance. This move is seen as a key strategy to address the continuously rising demand for generative AI and large language model inference.
Micron Technology, ranked second, closed up 0.01%, with a turnover of $24.123 billion. Analysts note that investors remain optimistic about stronger demand related to artificial intelligence infrastructure. They anticipate a strong rebound in the company's performance compared to the previous period, with significant growth in revenue and adjusted earnings.
Forecasts suggest that driven by growing demand in data centers and AI server deployments—areas heavily reliant on advanced memory chips—the company's performance could achieve triple-digit growth.
Micron has already begun shipping its latest high-bandwidth memory devices for next-generation AI systems and is expanding manufacturing capacity to meet demand. The recent surge in its stock price can be attributed to rising product prices, deeper integration into the AI sector, and tighter management of the supply side.
Tesla, ranked third, closed down 1.63%, with a turnover of $19.991 billion. According to a report by Sammyguru, Samsung is preparing to produce high-end AI chips for Tesla at its Taylor semiconductor plant in the United States. The latest reports indicate the company is expected to begin mass production in the second half of 2027, which could help the Korean foundry recapture business lost in recent years.
It is understood that Samsung will manufacture two AI chips for Tesla: the AI5 and AI6. Initially, all AI5 production was assigned to TSMC, but due to capacity and cost constraints, Tesla has shifted some production to Samsung. The AI6 is part of a $16.5 billion production agreement between the two companies, valid until 2033. Both chips are reportedly set to utilize an advanced 2-nanometer process for higher performance and lower power consumption.
SanDisk, ranked fourth, closed up 4.65%, with a turnover of $14.456 billion. On Wednesday, memory concept stocks rose against the market trend, continuing their recent upward movement. The news driving this was SanDisk's spring new product launch event, where it introduced a comprehensive suite of innovative storage solutions. These included a new generation of mobile SSDs with doubled speeds, a refreshed line of internal SSDs, USB-C flash drives that break physical size limitations, and a highly anticipated FIFA World Cup 2026 licensed series. This product lineup is designed to provide professionals, content creators, gamers, and sports enthusiasts with a full range of "digital productivity tools."
Microsoft, ranked fifth, closed down 1.91%, with a turnover of $10.081 billion. Microsoft is evaluating potential legal action against Amazon.com and OpenAI. The dispute centers on a recent $50 billion strategic deal and accompanying cloud collaboration agreement between Amazon.com and OpenAI. Microsoft is concerned that the distribution mechanism related to Frontier in this deal may infringe upon its exclusive cloud cooperation agreement with OpenAI.
Amazon.com, ranked eighth, closed down 2.48%, with a turnover of $7.893 billion. Recent reports suggest Microsoft may be gradually heading towards a confrontation with Amazon.com and OpenAI. The core of the controversy is OpenAI's new platform, Frontier, which focuses on deploying AI agents in enterprise environments. The issue is simple but significant. It is believed that Microsoft's agreement with OpenAI requires its models to run through Azure, but Amazon Web Services is now involved as part of this new arrangement. Reports indicate Microsoft is not taking this lightly, with sources stating the company is prepared to take legal action if the contract is violated.
This has not yet escalated into a full-blown dispute. Discussions are ongoing among the parties, and OpenAI apparently believes its deal with Amazon.com complies with existing agreements. Meanwhile, Amazon.com has been steadily deepening its relationship with OpenAI through billions of dollars in investment and broader cloud collaboration.
Lumentum Holdings, ranked tenth, closed up 7.89%, with a turnover of $6.809 billion. Several stocks in the optical communication sector saw significant gains on Wednesday. The positive sentiment was fueled by signals of strong AI infrastructure demand highlighted at the OFC 2026 conference, where companies like Applied Optoelectronics, Lumentum, and Coherent collectively showcased new products.
Taiwan Semiconductor Manufacturing Company (TSMC), ranked fourteenth, closed down 1.85%, with a turnover of $4.264 billion. Reports on Wednesday indicated that TSMC plans to issue the first series of unsecured ordinary corporate bonds for the year, totaling NT$17.2 billion.
Intel, ranked eighteenth, closed up 2.20%, with a turnover of $3.465 billion. Intel is set to launch two new flagship CPUs designed for various high-end gaming laptops: the Core Ultra 9 290 HX Plus and the Core Ultra 7 270HX Plus. These Arrow Lake Refresh chips feature 24 cores and 24 threads, and 20 cores and 20 threads, respectively. Similar to Intel's recently released desktop CPUs, the new laptop Plus models are further optimized for enthusiasts and come equipped with Intel's Binary Optimization Tool, which can enhance native performance in specific games.
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