Dell'Oro Group projects global data center capital expenditures will top $1 trillion in 2026. The iShares Semiconductor ETF (SOXX) holds about 30 stocks including Nvidia, Broadcom, AMD, Micron, and Applied Materials. The fund spreads bets across the chip supply chain to reduce single-stock risk.
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Summary by ByteBrief
Jensen Huang names Marvell as next $1 trillion AI chip stock