Does Broadcom (AVGO) Now Lead The Biggest AI Infrastructure Spend Outside GPUs?

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• Broadcom (NasdaqGS:AVGO) has become a dominant supplier for hyperscale AI clusters used by major cloud and AI providers such as Anthropic, OpenAI, and Meta.

• Multi-year commitments from these customers are channeling significant capital expenditure into Broadcom’s AI infrastructure hardware, even as some of that spend bypasses GPU market leader Nvidia.

• The agreements increase Broadcom’s visibility on future AI related revenue tied to large scale data center buildouts.

Broadcom is one of several companies involved in the buildout of AI infrastructure, so it is worth looking at a broader group of stocks exposed to this theme through 55 AI infrastructure stocks

Broadcom now sits at the centre of a wider shift in data centre spending, where large cloud…