Nvidia, Broadcom In Focus - Analyst Hikes AI Market Forecast To Trillion-Dollar Peak

Bank of America Securities analyst Vivek Arya has raised his 2030 outlook for AI data-center systems, driven by a stronger-than-expected 2026 cloud capex plan and clearer supply expectations.The updated outlook supports confidence in key semiconductor stocks ahead of their upcoming earnings reports.Raised AI Data-Center Market OutlookArya increased his total addressable market (TAM) estimate for AI data-center systems to $1.4 trillion by 2030, up from the previous $1.2 trillion.He expects the broader data-c ...