Top hyperscalers set to boost 2026 AI spending by 70% to $600 billion. How to play the spending boom now
- Posted on February 12, 2026
- By CNBC
- 3 Views
Top hyperscalers set to boost 2026 AI spending by 70% to $600 billion. How to play the spending boom now
Tech investors told CNBC that they were watching 'pick-and-shovel' infrastructure stocks, derivative power plays and semiconductor names.
