The new gold diggers of AI: Why memory and equipment companies surpass big tech!
Reading Time: 3 minutes
The year 2026 marks a turning point in the technology sector. While Google, Meta, Amazon , and Microsoft invest billions in AI infrastructure, investors' focus is clearly shifting: The winners are not the software platforms, but the suppliers – those delivering "shovels and pickaxes" for the digital gold rush. According to analyst estimates, investments by major tech companies in data centers, chips, and networks are reaching record levels. However, the stocks of platform operators are under pressure: High CapEx costs and margin pressure are...
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