HSBC’s Kettner Sees Hyperscalers Back in Favor Amid ‘Melt-Up’
Investors who recently scorned so-called hyperscalers are starting to come back as the companies show they can mint profits while spending hundreds of billions of dollars on artificial-intelligence infrastructure, according...
By Jonathan Ferro · Bloomberg Markets
Investors who recently scorned so-called hyperscalers are starting to come back as the companies show they can mint profits while spending hundreds of billions of dollars on artificial-intelligence infrastructure, according to Max Kettner of HSBC Holdings Plc.