The AI Gold Rush: Why the Shovel Sellers Outperform the Giants!

The numbers are staggering. In the first half of 2026 alone, major data center operators invested around $330 billion in the expansion of their AI infrastructure, with an estimated additional $469 billion for the second half of the year. For 2027, analysts predict over one trillion USD – and they are revising their forecasts upward at a record pace, on average by 183%. But who benefits from this influx of capital? Surprisingly, not primarily the well-known tech giants. While the hyperscalers Alphabet, Amazon, Microsoft, Meta , and Oracle drive...