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Amazon and Broadcom in AI Infrastructure Expansion
Amazon Web Services (AWS) holds a 29% share of the global cloud computing market, with a backlog exceeding $200 billion as of Q3 2023. AWS has an annualized revenue run rate of $132 billion and has doubled its data center capacity to 3.8 gigawatts over the past year, aiming to double it again by 2027. A significant $38 billion partnership with OpenAI will further enhance AWS’s computing capacity.
Broadcom reported a 22% year-over-year revenue increase to $16 billion for Q3 of fiscal 2025. The demand for custom silicon from hyperscalers and AI labs has resulted in Broadcom securing a $10 billion order for AI-focused products. The company’s projected serviceable addressable market for these components could reach between $60 billion and $90 billion by 2027, with an estimated AI revenue growth exceeding 60% in fiscal 2026.
With current market capitalizations of $2.36 trillion for Amazon and approximately $1.72 trillion for Broadcom, both companies may potentially surpass the $3 trillion mark by 2030, driven by strong growth projections and multi-year catalysts.
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