Alphabet’s AI push is exploding—cloud revenue up 82%, Gemini hitting 950M monthly users—fueling a $205B capital spending spree to build AI data centers. That’s a win for AI infrastructure players: Cipher Digital sees its NOI soar from $86M to $646M on secured contracts; Broadcom, supplying custom TPUs, rides AI chip demand up 143% YoY with AI revenue projected to grow over 200%; and Micron, powering memory for TPUs and AI chips, locks in long-term deals as demand surges.
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