Three Stocks to Watch in the AI Infrastructure Boom
The AI infrastructure market is experiencing rapid growth, mirroring past infrastructure booms that created winners and losers. As companies increasingly adopt AI to enhance their operations, the demand for cloud-based storage and computing power is surging. Three companies stand out as potential beneficiaries of this expansion: Amazon, CoreWeave, and Equinix.
Amazon (NASDAQ: AMZN) leads the cloud infrastructure market with its platform, Amazon Web Services (AWS). AWS held a 28% market share in the second quarter of 2026 and hosts critical AI services like Bedrock and SageMaker. Analysts expect Amazon's revenue and EPS to grow at CAGRs of 15% and 24%, respectively, from 2025 to 2028, driven by AWS, e-commerce, and advertising.
CoreWeave (NASDAQ: CRWV) transitioned from Ethereum mining to AI cloud services. It operates 51 data centers and claims its GPUs process AI tasks 35 times faster at 80% lower cost than AWS. With a backlog of $104.2 billion and expected revenue growth of 102% from 2025 to 2028, CoreWeave is a high-growth play in the AI cloud space.
Equinix (NASDAQ: EQIX), the largest data center REIT, operates 282 centers globally. It serves over 60% of the Fortune 500 and offers direct interconnections between tenants. With a 2% dividend yield and expected EPS growth of 15% from 2025 to 2028, Equinix provides a stable income investment in the AI market.