Amazon, Google and Microsoft call AI a “hyper-scaler”

Alex Pollak, chief investment officer of Loftus Peak, says his company is carefully navigating the perceived AI bubble by investing in companies that provide AI infrastructure servers, such as Google, Amazon and Microsoft. “The sensible way to play it… we own Microsoft, we own Google and we own Amazon; and we own these companies because of their position as hyperscalers serving businesses and consumers,” Pollak told Sky News presenter Ross Greenwood. “They are, so to speak, the main servers of the AI ​​services.”