# Analysts at JPMorgan project that the top four U.S. hyperscalers will drive a $200 billion increase in data center capex by 2026.

*genai · news · 2026-04-30 · Benzinga*

## Key points

- JPMorgan analysts predict U.S. hyperscalers will boost data center capex by $200 billion by 2026.
- Futurum Group's CEO declares the speculative AI capex narrative over, citing clear customer demand.
- Broadcom recently introduced new Wi-Fi 8 and 10G PON chip products to market.
- AVGO is trading significantly above key moving averages and near its 52-week high.

**Companies:** Broadcom
**Countries:** United States

[Read the full story on Benzinga](https://www.benzinga.com/trading-ideas/movers/26/04/52180449/why-is-broadcom-stock-surging-on-thursday)

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