🌟🌟USD 725 billion spending s

🌟🌟USD 725 billion spending spree: Who is actually getting rich while Big Tech spends:

The Silicon Kings : $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$ are the 3 winners. Every dollar Big Tech spends goes to these 3 companies.

Nvidia is no longer just selling chips. It is selling AI factories. At March 2026 GTC, CEO Jensen Huang unveiled the Vera Rubin platform. This isn't just a GPU. It is a vertically integrated system of 7 new chips designed to act as a single supercomputer.

Broadcom: It is the King of connectivity & custom silicon.
As AI clusters scale to millions of chips, the bottleneck is communication. Broadcom Tomahawk 6 switch holds an estimated 80% market share in high speed Ethernet.

Broadcom co develops custom AI chips XPU for Meta & Google's TPU.

TSMC is the Foundry to the world. It is mass producing 2nm chips in early 2026.

These are the Big 3 companies getting Big Tech money.

@Tiger_comments @Tiger_SG @TigerStars

Amazon Q1: AWS 4Y Growth High, But Capex Concerns Loom?

Amazon (AMZN) edged up just 0.77% today despite Q1 results showing AWS revenue grew 28% year-over-year — its fastest single-quarter growth rate in nearly four years — corroborating alongside Google Cloud the certainty of hyperscaler AI compute demand. Analysts noted that both companies' cloud growth trajectories provide clear near-term demand visibility for chip suppliers including Nvidia. The AWS acceleration story is now well established, but when will elevated AI capital expenditure translate into visible margin improvement?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

1PC
05-03
1PC
Nice Sharing 😁 @Shernice軒嬣 2000 @Shyon @JC888 @Aqa @DiAngel @Barcode
- koolgal:
  Happy Trading 🌈🌈🌈💰💰💰
- koolgal:
  Appreciate your support 🥰🥰🥰
- koolgal:
  Thanks 😍😍😍
- koolgal:
  Best of luck 🍀🍀🍀
moonbop
05-03
moonbop
NVIDIA, TSMC, and Broadcom are the backbone of this AI boom.
- koolgal:
  Happy Trading 🌈🌈🌈💰💰💰
- koolgal:
  Best of luck 🍀🍀🍀
- koolgal:
  They are the gatekeepers to the AI race 🚀🚀🚀🌝🌝🌝💰💰💰
- koolgal:
  Appreciate your valuable insights 🥰🥰🥰
- koolgal:
  Yes you are absolutely right 👍👍👍
icycrystal
05-06 23:51
icycrystal
thanks for sharing
- koolgal:
  My pleasure 😍😍😍
- koolgal:
  Happy Trading 🌈🌈🌈💰💰💰
- koolgal:
  Best of luck 🍀🍀🍀
- koolgal:
  Appreciate your support 🥰🥰🥰

Leave a comment

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These are the Big 3 companies getting Big Tech money. @Tiger_comments @Tiger_SG 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