Broadcom, Nvidia, and Microsoft are showing strong numbers from the AI infrastructure buildout. Broadcom's custom AI chips are gaining traction, with their Q1 FY26 AI revenue up 106% YoY to $8.4 billion. They are projecting over $100 billion in AI revenue for 2027. Even with Broadcom's growth, Nvidia is still seeing heavy demand. Nvidia's Q4 revenue rose 73% and they expect 77% growth next quarter. Interestingly, Nvidia is trading at a forward P/E of 22, making it cheaper than Broadcom at 30. Microsoft is also looking relatively cheap with a P/E of 26, its lowest since 2022. Their cloud revenue grew 39% last quarter, showing a solid return on their massive data center investments. Data center spending across the industry is expected to reach $3 trillion to $4 trillion by 2030, leaving plenty of room for these infrastructure providers.