Hyperscaler infrastructure suppliers

What experts have said about Hyperscaler infrastructure suppliers

1 statement · 1 positive

1. Chamath PalihapitiyaPositiveMay 1, 2026· All-In with Chamath, Jason, Sacks & Friedberg

   Investors should follow hyperscaler spending and buy the recipient companies because they are underpriced.

   “I think it may be simpler and this is what I tweeted to just follow the dollars, like a trillion dollars a year going out of the hyperscalers. Where is it going? Just follow those dollars and buy those companies because those companies are already underpriced.”

   Listen at 45:48

   Open the episode · OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

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