Key Points Broadcom's latest quarterly report and guidance clearly indicate that its red-hot growth is here to stay. The stock could surge nearly 150% in just over two years. 10 stocks we like better than Broadcom › Artificial intelligence (AI) infrastructure spending has been growing at an incredible pace, and the good news is that major hyperscalers, AI companies, and neocloud specialists are expected to continue investing more money in this space. Nvidia recently noted that the combined capital expenditure of the top five hyperscalers is poised to reach $800 billion in 2026. The semiconductor specialist added that their capex could jump to $1.3 trillion in 2027.
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