AI infrastructure spending to soar to $6.7 trillion by 2030, benefiting semiconductor stocks

From Yahoo Finance: 2025-05-18 15:22:00

McKinsey predicts that AI chips and related hardware will lead infrastructure spending in the next five years, with significant investments from cloud hyperscalers, benefiting semiconductor stocks. Spending on AI infrastructure could reach $6.7 trillion by 2030, with a substantial allocation towards chip designers for AI-equipped data centers. Major tech companies like Microsoft, Alphabet, and Amazon are ramping up investments in AI infrastructure, with significant capex forecasted for this year. Companies like Nvidia, AMD, Broadcom, and TSMC are poised to benefit from the AI infrastructure trend, with a focus on chips and data centers. The future looks promising for these semiconductor stocks as AI growth continues.



Read more at Yahoo Finance: Artificial Intelligence (AI) Infrastructure Spend Could Hit $6.7 Trillion by 2030, According to McKinsey. 4 Data Center Stocks to Load Up on Right Now Like There’s No Tomorrow.