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This AI giant could grow its AI chip revenue faster than Nvidia over the next three years

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Nvidia grew its data center revenue more than 10-fold in three years as AI spending ramped up.

The next three years could see more competition in the AI accelerator space.

Another AI giant could grow its AI chip revenue faster than Nvidia .

Nvidia trades at a great value relative to other AI chip stocks.

Management said it's on track to double its AI-related revenue from 2024 this year alone.

To triple, it would only need to grow a bit over 20% per year for 2026 and 2027 .

The company is reportedly charging $ 30,000 per wafer for 2 nm chips compared to about $20,000 for 3 nm chips.