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

AI infrastructure stocks have overtaken the tech hyperscalers in a shift UBS calls ‘extraordinary’
MarketWatch Friday 03 July 2026, 15:41 UTC By Nora Redmond 1 min read
Key Points

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.” [Image text:] SK hynix SK
UBS (ORG)
Originally published by MarketWatch Read original →

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