Mizuho
What changed, and what is the evidence.
ComputeSensing
🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-09-06 · ✍️ RoboterminalThe Biped Is the Endpoint: Figure Is Financing Humanoid Intelligence Like a Frontier Model
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
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Timeline
What changed, and what is the evidence.
Oct 22, 2026 · Post · posted
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Mizuho: TPU-related revenue could reach approximately $28B in 2026, $67B in 2027, and $100B in 2028, driving Google Cloud revenue estimates materially above consensus. $GOOGL |
Mizuho: Sandisk > NAND pricing is projected to remain solid through 2027E. > Major eSSD ramp driven by hyperscalers: META, GOOGL, and OCI. Acceleration in KV cache and AI SSDs expanding into 2027/28E. > NBMs provide long-term visibility… |
Mizuho: We believe Jalapeño ramps in DecQ, 2027E potentially at ~1.9M units/1.3GW growing to ~7M+ units/5GW in 2028E, potentially becoming AVGO's 2nd-largest customer. $AVGO |
Mizuho: SiPho modules growing from 23 million in 2025 to 45M in 2026E (up 95% y/y), reaching ~188 million by 2029E. $TSEM $GFS $STM $LITE $COHR |
Mizuho: Nvidia's server CPU revenue could grow to ~$60 billion in 2028E, and start becoming a leader in the server CPU market in 2027E. $NVDA $ARM $INTC $AMD |
Mizuho: InP Supply > InP Substrate Bottleneck: InP substrate remains the tightest bottleneck in the supply chain, with Sumitomo Electric and AXT controlling approximately 85% of the market. > Capacity Growth: Global InP substrate capacity… |
Mizuho sees the possibility of tightness in InP supply lasting through 2028. $AXTI As of 9/25/26 |
Mizuho: Tower Semiconductor is expected to continue holding its lead in Sipho foundry market share at 40+% through 2029, followed by STMicroelectronics. $TSEM $GFS $STM |
AI agents will trigger the largest CPU supercycle in history. Mizuho estimates agentic CPU sockets will surge from 1.3 million in 2026 to 16 million by 2030. Including head node processors, AI could drive nearly half of all server CPU… |
Mizuho: Blackwell could see significant strength into 2027E, even as VR ramps. Our checks indicate GB300 ramps could continue, significantly stronger than previously expected, into 2H26E and into 2027E. $NVDA https://t.co/o3yXwpeKOq… |
Mizuho: Optical > EML Market Share Dynamics: EML chips remain the workhorse for AI data center optical interconnects, supporting 800G and emerging 1.6T/3.2T architectures, though its share is expected to decline from ~62% in 2025 to ~45%… |