Broadcom Ltd is a global technology company that designs, develops, and supplies a wide range of semiconductor and infrastructure software solutions. The company specializes in producing chips that facilitate communication and data processing across various devices and networks, including those used in smartphones, enterprise storage systems, broadband access, and data centers. Additionally, Broadcom offers software solutions that enable businesses to optimize their operations, manage network security, and enhance performance across cloud-based and on-premises environments. Through its comprehensive portfolio, Broadcom plays a critical role in advancing connectivity and computing technologies in various industries. Read More
The figures related to the AI data center construction have long ceased to be typical investment-cycle figures. Jensen Huang predicts that $3 to $4 trillion will be allocated to AI infrastructure by 2030. In fact, McKinsey's wider perspective puts the number near $6.7 trillion by 2030. If you look at just the four major US hyperscalers, they together invested $305 billion in capital expenditures in 2025, and their 2026 budgets are pointing notably higher.
