BofA expects global AI infrastructure capex to reach $1.5T by 2027, up 30–50% YoY


Analyst Vivek Arya expects renewed momentum in 2H26 from memory ($MU), compute ($AMD, $INTC), and semicap ($AMAT, $LRCX, $KLAC, $TER), optics ($MTSI) and networking ($CRDO, $MRVL)
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