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Advanced Micro Devices Inc
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BofA Projects $1.4T AI Capex, Picks Nvidia
BofA Securities expects global AI infrastructure spending to nearly triple to $1.4 trillion by 2030, with 25-30% capex intensity.
The bank highlights Nvidia, Broadcom, AMD and Micron as preferred AI c
BofA Forecasts $1.4T Capex, Highlights Nvidia
BofA projects AI infrastructure annual capital spending to nearly triple to $1.4 trillion by 2030, with 25‑30% capex intensity.
The bank prioritizes AI compute chips, then semicaps, networking and mem