Yahoo Finance analysts Troy Millings and Rashaad Bilal discussed future growth points for AI value in their latest program. Millings believes that Broadcom's custom accelerator business will become a new growth core in the AI sector, with its AI semiconductor revenue reaching $16.7 billion in Q3 FY2026, a 221% year-over-year increase, and projected to reach $21.7 billion in Q4, a 236% year-over-year increase. In contrast, while NVIDIA remains the market leader, Broadcom has demonstrated cost and energy efficiency advantages in custom chips for specific workloads. Additionally, TSMC's revenue in August 2026 increased by 53.3% year-over-year, and Dell Technologies' AI orders reached a record $60.9 billion last quarter, with a backlog of $95 billion.