Portia Capital’s Connell says AI data-centre buildout to 2030 could total $8 trillion–$10 trillion, backing Broadcom, Taiwan Semiconductor and Dell

Portia Capital President Michelle Connell said the global buildout of AI data centres is expected to run through 2030, with total spending potentially reaching $8 trillion–$10 trillion. She said that multiyear demand should directly benefit semiconductor and hardware suppliers, and named Broadcom, Taiwan Semiconductor and Dell as preferred picks. The article did not cite specific trading catalysts for other assets such as Oil, Lead, Amazon or SpaceX, and referenced SpaceX only as an overvaluation caution case.