The fight to control AI data centers is shaping the chip story in 2026. Nvidia Corporation (NVDA) CEO Jensen Huang thinks data center buildouts could reach $1 trillion by 2028, and that kind of money is pulling every serious player into the race.
Advanced Micro Devices (AMD) just reported Q1 data center revenue of $5.8 billion, up 57% year-over-year (YOY), and landed an OpenAI deal covering six gigawatts of computing capacity, which firmly puts it in the top tier of infrastructure suppliers. Nvidia Corporation has gone even further, rolling out its Vera Rubin Space-1 chip system at GTC 2026 for potential use in space-based data centers.