Amazon, Alphabet, and Microsoft All Delivered Soaring Cloud Growth Thanks to AI. Here's the 1 I'd Buy Right Now

Published August 6, 2026 · Category: Finance

Overview

Over the past year or so, investors haven’t known what to make of artificial intelligence (AI). One the one hand, this next-generation technology has shown great promise for streamlining tasks, simplifying workflows, and generating original content. On the other hand, the veritable spending frenzy raises questions about whether these investments will generate sufficient returns to justify the cost.

For the calendar second quarter, the world's three largest cloud providers -- namely Amazon (NASDAQ:AMZN) Web Services (AWS), Alphabet's (NASDAQ:GOOGL) (NASDAQ:GOOG) Google Cloud, and Microsoft (NASDAQ:MSFT) Azure -- all reported stunning growth as the demand for AI ramps higher. While the results from each of these tech titans seem to justify the increased investments, one has separated itself from the pack and is the clear choice.

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Originally published at www.fool.com.

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