UBS reports AI infrastructure stocks have outpaced big tech hyperscalers as global AI capex forecasts surge to $423B in 2025 and potentially $820B by 2026.

UBS projects AI infrastructure stocks will see 600% value creation in four years, with hyperscaler capex reaching $820 billion by 2026. Here's what it

UBS reports AI infrastructure stocks have outpaced big tech hyperscalers as global AI capex forecasts surge to $423B in 2025 and potentially $820B by 2026.