Broadcom Stock Surges 7.22% Following Google's Massive $185 Billion AI Infrastructure Investment Forecast

Broadcom shares soared 7.22% following Alphabet (Google)'s announcement of dramatically accelerated AI infrastructure spending, highlighting Broadcom's indispensable role in the custom AI chip ecosystem.

• Google expects to spend up to $185 billion on capital expenditures in 2026, nearly doubling its prior year's investment.
• The semiconductor giant is positioned as the manufacturer of Google’s custom Tensor Processing Unit (TPU) chips.
• Melius Research characterized Google's guidance as 'an incredible number,' significantly boosting Broadcom’s outlook.