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News  ›  Investing.com

Broadcom: Best Catalyst Yet Might Be Hiding in 2026 Forecasts

Investing.com Logo Investing.com By Leo Miller
Broadcom: Best Catalyst Yet Might Be Hiding in 2026 Forecasts

Broadcom's potential growth in 2026 looks promising due to projected significant increases in AI-related capital expenditure by top hyperscalers, with estimates suggesting a 36% total CapEx increase and 75% of spending directed towards AI infrastructure.

Insights
ADP   neutral

Mentioned in article header but no substantive information provided about company performance


AVGO   positive

Potential for significant market growth due to projected 64% increase in AI-specific capital expenditure, recent OpenAI deal, and potential update to AI Serviceable Addressable Market (SAM) estimate in 2026