These 4 Core Artificial Intelligence (AI) Hyperscalers Are Screaming Buys Today

2026-06-18 04:10:00 ET

Artificial intelligence (AI) hyperscalers are among the most popular investments today. The big four are also the ones often quoted as spending the most on data center capital expenditures. However, other pure plays like OpenAI and Anthropic would add a significant amount to this total if included.

The four major AI hyperscalers are Microsoft (NASDAQ: MSFT) , Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) , Amazon (NASDAQ: AMZN) , and Meta Platforms (NASDAQ: META) . Each company is spending hundreds of billions of dollars on data center capital expenditures this year to meet AI demand.

Despite their huge spending bills, I think each looks like a solid investment right now.

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