These 4 Core Artificial Intelligence (AI) Hyperscalers Are Screaming Buys Today
These 4 Core Artificial Intelligence (AI) Hyperscalers Are Screaming Buys Today
Publish Date: 2026-06-18 04:12:00
Source Domain: www.theglobeandmail.com
- All four major AI hyperscalers—Microsoft, Alphabet, Amazon, and Meta Platforms—are capable of self-funding most of their large-scale data center build-outs with their respective strong core businesses.
- Amazon, Microsoft, and Alphabet are currently seeing the benefits of their investments in data centers, particularly through their cloud services: Amazon Web Services (AWS), Microsoft’s Azure, and Alphabet’s Google Cloud.
- Meta Platforms is the only company in this group whose primary business—advertising—does not directly tie into its AI build-out. There are still questions about its spending and the potential returns on its AI investments.
- Despite their high expenditure, all four companies are considered strong long-term investment opportunities, especially if AI technologies are effectively monetized in the coming decade.
- From a valuation standpoint, Meta Platforms is the cheapest among the group, possibly due to skepticism about its AI-related promises. In contrast, Amazon is the most expensive due to its strong growth prospects and resilient core business.