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JPMorgan Chase: Data Center Capital Expenditure to Grow Over 50% by 2026
2025-12-18 /
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Author：小编
JPMorgan Chase stated that despite market concerns over an AI bubble, some leading semiconductor and networking companies may still outperform the market in 2026. Their team predicts a 10% to 15% revenue growth in the semiconductor industry and over a 50% increase in data center capital expenditure by 2026. Companies such as Broadcom, Micron Technology, Marvell Technology, and Analog Devices are listed as major players in this sector for next year.
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