Nvidia, Broadcom, Marvell Poised To Gain Big From $1.2 Trillion AI Spending Wave By 2030: Analyst
1. U.S. chipmakers, including AVGO, stand to benefit from $1.2 trillion AI spending. 2. AI-related capital expenditures may triple by 2030, favoring semiconductor firms. 3. Hyperscalers will drive demand, allocating significant capital expenditures in AI. 4. Broadcom and peers are well-positioned for sustained growth amid this spending surge. 5. No new consumer devices needed, facilitating faster AI adoption and scaling.