By Geoffrey Seiler
Publication Date: 2026-03-04 00:00:00
Key Points
-
Microsoft could face more competition in an AI world.
-
Amazon has an advantage in cloud computing with its custom chips, while its e-commerce business is well positioned for agentic commerce.
-
Meta has shown it can use AI to drive rapid growth.
- 10 stocks we like better than Amazon ›
Microsoft is currently the world’s fourth-largest company by market capitalization, with a market cap of $2.9 trillion. However, I think two companies with smaller market caps look poised to surpass it over the next decade.
While Microsoft has a strong cloud computing unit and is a leader in enterprise software, where enterprise software shakes out in the age of artificial intelligence (AI) is still a big unknown. Let’s look at two companies that can grow to become bigger than Microsoft.
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and…
