AI demand is powering huge growth for the world's biggest chip design companies, great news for Nvidia and Broadcom but much weaker for anyone tied to phones.

• Combined sales at the top ten chip designers jumped 73% from a year ago last quarter, driven by AI chips and the networking gear that connects them.
• Nvidia nearly doubled its sales and now takes almost two-thirds of the group's total, with cloud giants, national AI projects, and companies all buying.
• Broadcom ranked second after starting shipments of OpenAI's first custom chip and Google's latest TPU, with six big custom-chip customers lined up.
• AMD moved up to third as its data center processors hit record sales for a fifth straight quarter, taking share from Intel.
• Phone chips are the weak spot: Qualcomm slipped to fourth and MediaTek sits fifth, both hurt by soft handset demand.

Outlook: The gap between AI winners and phone-dependent chip firms should keep widening, with MediaTek betting on custom AI chips to catch up.