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

As AI infrastructure demand grows, three companies are positioned to benefit: Amazon's AWS controls 28% of the cloud market with strong AI services; CoreWeave operates 51 data centers with a $104.2B revenue backlog and 102% projected revenue CAGR; and Equinix, a data center REIT with 282 global facilities, offers dividend income with 15% EPS growth expected through 2028.