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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.”

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

Published July 3, 2026 · Category: Finance

Overview

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.”

Source

Originally published at www.marketwatch.com.

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