Markets

Financial markets, M&A and corporate moves

65 analyses

Markets7 min

The AI Chip Market in 2026: Nvidia Dominates, AMD Accelerates, and Startups Change the Game

In the third fiscal quarter of 2026, Nvidia reported revenue of $51.2 billion in data centre, a 66% increase from the previous year, representing 90% of total revenue. In December 2025, Nvidia acquired Groq for $20 billion. In April 2026, OpenAI committed over $20 billion in chips from Cerebras. The AI chip market reached $38.1 billion in 2025 and is expected to grow to $377 billion by 2033.

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Markets6 min

The Great Cybersecurity Consolidation: Palo Alto and CrowdStrike Redefine the Market in 2025-2026

Over 400 cybersecurity acquisitions were announced in 2025, with total value increasing by 270% compared to the previous year. The average deal size reached USD 2.47 billion in 2025, an 82% rise from 2024. Palo Alto acquired CyberArk for USD 25 billion, while CrowdStrike responded with a series of acquisitions. The result is accelerated consolidation in integrated platforms.

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