genai / news / / Benzinga
Analysts at JPMorgan project that the top four U.S. hyperscalers will drive a $200 billion increase in data center capex by 2026.
JPMorgan analysts predict U.S. hyperscalers will boost data center capex by $200 billion by 2026.
KEY POINTS
- 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
Summarized by Newsio from Benzinga. How we summarize →