Broadcom: Top Winner from Alphabet's 185 Billion USD AI Infrastructure Spending!
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Broadcom's stock is worth a look again after Alphabet's numbers, as it is an important partner in the Capex offensive. Alphabet's Capex Offensive of up to 185 billion USD Alphabet has announced an investment amount for the year 2026 that sets new standards even by Silicon Valley's standards. The company plans to spend between 175 and 185 billion USD. In the already investment-heavy year 2025, expenditures were about 91.4 billion USD. This nearly doubles Alphabet's investment capital for the physical foundation of its AI vision. Anat Ashkenazi,...
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