Nvidia, Broadcom Chosen As Top Semiconductor Picks For AI Leadership By Analyst
1. Global hyper-scale capex expected at $93.8 billion, 71% increase year-over-year. 2. AI infrastructure capex projected to reach $402 billion in 2025. 3. Concerns grow over AI data center growth peaking in 2025. 4. Capex from non-CSPs may support ongoing AI investment. 5. Broadcom remains a top pick in AI silicon alongside Nvidia.