By Manali Pradhan, CFA, The Motley Fool
Publication Date: 2025-11-30 15:18:00
Investing in these AI infrastructure leaders could prove a smart decision.
The list of $3 trillion-plus market capitalization companies is short for a reason. Only companies with exceptional global scale, cutting-edge technologies, durable competitive moats, and multiyear catalysts are capable of reaching this impressive milestone. Nvidia, Apple, Microsoft, and Alphabet have demonstrated these characteristics time and again, and have established themselves as members of this elite club.
However, two other giants riding the megatrends of artificial intelligence (AI) and automation, and playing crucial roles in transforming the global economy, have yet to do so: Amazon (AMZN +1.77%) and Broadcom (AVGO +1.37%).
Although no forecast can be guaranteed, given their stellar financials and long-term demand tailwinds, I believe both of their market caps could surpass $3 trillion in the next few years.
Image source: Getty Images.
1. Amazon
Amazon has become a crucial player in the global AI infrastructure buildout, and AWS still held a market-leading 29% share of the worldwide cloud computing infrastructure space as of the end of the third quarter. Amazon doubled its data center capacity to 3.8 gigawatts in the past 12 months and says it aims to double it again by 2027.
Today’s Change
(1.77%) $4.06
Current Price
$233.22
Key Data Points
Market Cap
$2493B
Day’s Range
$230.22 – $233.28
52wk Range
$161.38 – $258.60
Volume
947K
Avg Vol
48M
Gross Margin
50.05%
Dividend Yield
N/A
AWS reached an…
