Alphabet's after-hours earnings unveiling a capital expenditure forecast of $75 billion for data centers in 2025 has ignited interest in AI-related stocks, particularly Broadcom and Celestica. Despite a nearly 7% drop in Alphabet's stock, the forecast surpassed previous Wall Street expectations of $57 billion. This spending surge indicates a significant opportunity for companies supplying infrastructure to Google, with potential stock surges anticipated even amidst Alphabet's decline. Moreover, the broader trend of growing investments in AI by major tech players reinforces an optimistic outlook for the sector as a whole.
Alphabet's forecast of $75 billion in data center capital expenditures for 2025 significantly exceeds Wall Street's expectation of $57 billion, positioning suppliers to benefit.
Despite Alphabet's stock decline, the forecast suggests strong growth opportunities for companies like Broadcom and Celestica, crucial suppliers for Google's infrastructure spending.
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