Stocks

Cloud Stocks Poised for Growth as AI Infrastructure Spending Accelerates

Guavy AI Editorial Team Published August 26, 2026

Instruments

AMZN GOOGL

Heading into September, three cloud stocks are poised for growth as AI infrastructure spending accelerates in the industry. Oracle, Alphabet (Google Cloud), and Amazon have all reported significant cloud revenue growth rates in their most recent quarters.

Oracle's cloud segment grew 93% in Q4 FY2026, with remaining performance obligations reaching $638 billion. Management described this as providing 'exceptional visibility' into future revenue. Oracle also guided for $90 billion in FY2027 revenue and non-GAAP EPS of $8.05.

Alphabet's Google Cloud accelerated to 82% growth in Q2, with backlog exceeding $460 billion. CEO Sundar Pichai framed the setup directly: 'Q2 was an amazing quarter... driven by demand for AI infrastructure and AI solutions.'

Amazon reasserted itself in the cloud narrative in Q2, with AWS revenue reaching $42.2 billion, up 36.7% year-over-year, described as AWS's fastest growth in 18 quarters.

Cloud Stocks Poised for Growth as AI Infrastructure Spending Accelerates

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