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AI infrastructure stocks have overtaken the tech hyperscalers in a shift UBS calls ‘extraordinary’

Economy MarketWatch By Nora Redmond 03 Jul 2026 15:41 1 min read
AI infrastructure stocks have overtaken the tech hyperscalers in a shift UBS calls ‘extraordinary’

A research team at UBS sees value creation in the artificial intelligence infrastructure sector soaring 600% in the space of four years, compared with just 100% for “hyperscalers.”

A research team at UBS sees value creation in the artificial intelligence infrastructure sector soaring 600% in the space of four years, compared with just 100% for “hyperscalers.”

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