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Benzinga
Benzinga
Business
Surbhi Jain

AI Spending Is Shifting — And Broadcom, Marvell Are Positioned To Win

Broadcom Marvell Nasdaq JPMorgan Meta Scale AI Nvidia
Close-,Up,Of,Computer,Chip,With,Ai,Sign.,Artificial,Intelligence.

AI datacenters are quietly entering a new phase, and it could reshape which companies benefit most from the next wave of spending. That's according to Sri Kanajan, a data scientist at Scale AI and former senior data scientist at Meta Platforms Inc (NASDAQ:META), who joined a JPMorgan-hosted call to break down how AI infrastructure is evolving — and where the dollars are actually going.

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