AI Boom Boosts Nvidia, AMD, Broadcom: JPMorgan Survey Forecasts Robust Future For Semiconductors – Benzinga
A recent survey from JPMorgan reveals a clear trajectory towards increased investment in AI infrastructure, with expectations of significant revenue growth in the semiconductor sector over the next several years.
Here’s how the 166 CIOs responded:
The JPMorgan survey paints a bullish picture for semiconductor stocks tied to AI and accelerated compute technologies.
With strong indications of sustained spending and infrastructure build-outs by enterprise customers and cloud service providers, the semiconductor sector, particularly leaders in AI compute, looks poised for significant growth ahead.
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