History Says Infrastructure Booms Create Winners and Losers. Here Are 3 AI Cloud Stocks to Watch. – AOL

Key Points

• Amazon’s cloud infrastructure platform will remain a linchpin of the AI market.

• CoreWeave’s neocloud business is booming as its backlog hits record levels.

• As a data center REIT, Equinix will also profit from the AI market’s expansion.

In the past, every major infrastructure boom — in highways, rural electrification, and telecom networks — created some big winners but left the laggards behind. Today, that same story is playing out in the power-hungry AI infrastructure market.

As more companies use AI to automate, accelerate, and optimize their operations, the market’s demand for cloud-based storage and computing power will grow. Let’s examine three companies that could benefit from the long-term expansion of the AI infrastructure market.

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