Amazon's recent earnings beat was powered by strong growth in its cloud computing division, AWS, prompting a $100 billion investment in AI and cloud infrastructure. This move signals a major opportunity for companies that provide the essential hardware and software for building out the next generation of data centers.
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Published on August 4
Amazon's massive infrastructure investment creates direct revenue opportunities for the companies that build, power, and connect data centres. This isn't speculation - it's following the money trail of one of tech's biggest spending commitments.
The artificial intelligence revolution requires enormous computing power and specialised hardware. These companies provide the physical foundation that makes AI possible, positioning them at the centre of tech's most important trend.
When cloud providers expand, they don't build everything themselves - they rely on specialist companies for servers, chips, networking gear, and software. These are the trusted partners that major tech companies can't operate without.
Amazon's massive $100 billion investment in AI and cloud infrastructure creates a ripple effect across the entire data centre ecosystem. When tech giants expand their cloud operations, they need specialised hardware, networking equipment, and software solutions from trusted suppliers. This presents a clear investment opportunity in the companies that power the backbone of modern cloud computing.
This group focuses on companies across the data centre value chain - from semiconductor manufacturers and server builders to networking specialists and software providers. These businesses are positioned to directly benefit from Amazon's capital expenditure, as cloud infrastructure requires cutting-edge technology components that these firms specialise in producing.
Each company in this selection has been handpicked by professional analysts for their strategic position in the cloud infrastructure ecosystem. They represent essential suppliers that major cloud providers like Amazon rely on for their expansion plans, offering investors targeted exposure to this significant technology infrastructure build-out.
Market capitalisation breakdown for the basket 'Powering The Cloud: The AWS Build-Out'.
AMZN: $2.37T
NVDA: $4.40T
SMCI: $32.58B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+84.76%
On average, analysts expect assets in this group to grow 84.76% over the next year.
12 of 16 assets in this group are rated Buy by professional analysts.
