Broadcom is scheduled to report earnings on Sept. 4.

Over the past several weeks, investors have been bombarded with a wave of updates as companies reported earnings results for the second calendar quarter. For technology investors, artificial intelligence (AI) remains the dominant theme fueling the sector higher.

As I write this (mid-day on Aug. 27), all of the "Magnificent Seven" have posted earnings -- with the lone exception being Nvidia ( NVDA -3.38% ) , which reports later today. Still, the breadcrumbs left by big tech point to an undeniable trend: Spending on AI infrastructure is accelerating.

While this is undeniably bullish for graphics processing unit (GPU) leaders like Nvidia and Advanced Micro Devices , it also creates a powerful tailwind for systems integration sp

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