Alphabet’s AI Spending Spree Is Fueling Broadcom’s Next Big Rally
Yahoo Finance·2026-02-05 15:18

Quick Read Broadcom (AVGO) supplies custom AI chips for Alphabet‘s Tensor Processing Units. Alphabet plans to nearly double capex to $175B-$185B in 2026. Broadcom AI semiconductor revenue hit $6.5B in Q4 with 74% year-over-year growth. Broadcom projects AI chip revenue will grow 100% in Q1 to reach $8.2B. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) reported fo ...