Alphabet (GOOGL), Amazon (AMZN), And IBM Emerge As Top Plays For AI And Quantum Exposure
Hyperscalers are no longer treating artificial intelligence infrastructure as a speculative future bet, committing hundreds of billions of dollars to meet surging demand. Alphabet (GOOGL) has raised its 2026 capital spending guidance to between $195 billion and $205 billion, with AI infrastructure driving a significant portion of that investment. Google Cloud revenues jumped 82% year…