Gravity

across 8 members — open each for the figure + sources

about Chips

aggregate of member nodes

Aggregate of 8 member claims — each member's sourced figures are below.

the working

Basis

aggregate of member nodes

Member claims 8

This is an aggregate — its evidence is the members' own claims.

Nvidia ~$1.0T/yr GROSS orbiting AI-infra (Nvidia DC run-rate + the hyperscaler capex it anchors); …
Broadcom ~$63.9B (FY25) / $75.5B (TTM) GROSS revenue — supplier whose custom-AI ASICs …
SK Hynix ~$70-96B/yr GROSS direct revenue — supplies the HBM the whole AI buildout needs (Nvidia …
Micron ~22% of global DRAM revenue GROSS across DC+AI+PC+auto; HBM #3 and the only US DRAM maker …
CXMT ~7.7% of the global DRAM market GROSS — China's domestic memory-independence supplier …
AMD GROSS — x86 server + PC + DC-GPU on AMD silicon; AMD-claimed DC-accelerator TAM ~$500B by …
Qualcomm GROSS — the premium-Android ecosystem (Snapdragon; ~39% app-processor, ~50% baseband …
Arm GROSS — the ISA under ~99% of smartphones + datacenter (Grace/Graviton) + auto/IoT; device …

Threads 0

No thread tagged to this actor yet.

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Chips.