美国半导体行业_人工智能支出依然强劲，谷歌资本支出增加 1000 亿美元…… 利好博通、美光科技、英伟达-US Semiconductors_ AI Spending Remains Strong as Alphabet Raises Capex by $10 billion... Good for AVGO, MU, and NVDA

Flash | 24 Jul 2025 03:00:00 ET │ 12 pages US Semiconductors AI Spending Remains Strong as Alphabet Raises Capex by $10 billion… Good for AVGO, MU, and NVDA CITI'S TAKE Yesterday after the close, Google (covered by Ronald Josey) raised their 2025 capex expectations by $10 billion, from $75 billion to $85 billion. We believe AVGO is one of the primary beneficiaries of this raised capex and would note that Google is roughly 20% of AVGO's sales. Citi continues to expect cloud data center capex to grow 35% YoY ...