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This Week's Exclusive Article
5 Cloud and AI Infrastructure Stocks Powering the Next Wave of AIWritten by Ryan Hasson. Date Posted: 3/31/2026. 
Key Points
- These five stocks, NBIS, DOCN, GOOGL, CRWV, and ALAB, each play a distinct role in powering the next wave of Artificial Intelligence, from pure-play AI cloud providers to mega-cap compounders.
- Nebius and CoreWeave are building the GPU compute backbone of AI, with analysts forecasting 60% and 70% upside, respectively.
- Alphabet is the benchmark AI cloud compounder, with a massive cloud backlog and a forward P/E of just 20.3, with 47 of 51 analysts rating the stock a Buy.
- Special Report: Elon Musk already made me a “wealthy man”
The next wave of artificial intelligence (AI) isn't just about the models and AI agents. It's about the infrastructure behind them — what’s powering continued advancement. As demand for AI compute, cloud services, and high-speed connectivity accelerates, a new class of companies is emerging as critical to that growth. Some are pure-play AI cloud providers. Others are semiconductor firms enabling faster data center throughput. And one is among the world's most dominant technology and AI cloud operators. Each plays a distinct role in the AI buildout and is worth watching closely as the AI revolution accelerates. Here are five AI cloud stocks that could power the next leg of the AI revolution. Nebius Group: Pure-Play AI Cloud With Massive UpsideNebius Group (NASDAQ: NBIS) is one of the more compelling pure-play AI cloud infrastructure names in the market. The company builds and operates an AI-centric cloud platform that offers compute infrastructure and solutions for demanding AI workloads. Beyond its core cloud offering, Nebius also operates Toloka AI, a generative AI data annotation and model training platform, and has growing exposure to autonomous driving and EdTech through its Avride and TripleTen divisions.
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The stock is up over 10% year to date, holding up well in a difficult market. The most significant recent catalyst was NVIDIA's (NASDAQ: NVDA) announcement of a $2 billion strategic investment in Nebius — a strong endorsement of the company's infrastructure buildout and long-term positioning. Under the partnership, Nebius plans to deploy more than 5 gigawatts of NVIDIA systems by 2030. That kind of capacity commitment underscores the scale of the opportunity. Management has also reiterated its 2026 ARR target of $7 billion to $9 billion, noting enterprise and AI-native demand continues to outpace available supply. Analysts maintain a Moderate Buy consensus rating, with a price target of $157.09, implying roughly 60% upside from current levels. Institutional ownership stands at 22% and has been growing steadily, reflecting increasing confidence in the company's trajectory. For investors seeking a high-conviction pure-play on AI cloud infrastructure, NBIS remains an intriguing option. CoreWeave: The GPU Cloud Built for AI ScaleCoreWeave (NASDAQ: CRWV) is a specialized GPU-accelerated cloud provider built for compute-intensive AI workloads. The company supplies large fleets of modern GPUs, bare-metal servers, and managed infrastructure to support model training, scaled inference, and high-performance computing. It serves AI researchers, enterprise ML teams, and media and entertainment customers across the U.S. and internationally, optimizing for dense, high-throughput workloads that general-purpose cloud providers weren't designed to handle. Revenue grew 110.4% year over year in its most recent quarter, underscoring surging demand for specialized GPU compute. The stock is down slightly year to date but has pulled back sharply from its 52-week high — more than 60% below the peak. Trading near the low end of its 52-week range may look attractive to some investors, given its growth profile and strategic positioning. Analysts are constructive, with a Moderate Buy consensus from 32 analysts and a consensus price target of $121.06 — implying over 60% upside from current levels. CoreWeave is not yet profitable and carries a net loss, but the scale of revenue growth and the strategic importance of its GPU infrastructure make it a name serious AI investors should watch. DigitalOcean: The AI Cloud for Developers and SMBsDigitalOcean (NYSE: DOCN) has been one of 2026's standout performers, surging about 70% year to date. The cloud infrastructure provider focuses on simplicity, performance, and developer experience, serving startups and small- to mid-sized businesses with a suite of cloud services. Its offerings include virtual private servers, managed Kubernetes, object and block storage, managed databases, and networking capabilities. The platform is popular among developers and independent software vendors who need accessible, predictable cloud infrastructure without the complexity of hyperscale providers. The company recently announced an $800 million follow-on equity raise to fund AI and cloud expansion, signaling clear growth ambition. In its most recent earnings report for 2025 Q4, EPS came in at $0.44, beating consensus by roughly $0.06. Revenue topped expectations at $242.39 million for the quarter. Institutional ownership approaches 50%, reflecting solid market confidence. Note that the current consensus price target of $72.08 sits modestly below the current share price, suggesting analysts view the stock as fairly valued after its strong run. Execution of the AI expansion strategy will be the key factor to watch going forward. Astera Labs: The Connectivity Backbone of AI Data CentersAstera Labs (NASDAQ: ALAB) is a fabless semiconductor company developing high-speed connectivity solutions for AI data centers and cloud infrastructure. Its retimers, link controllers, and interface devices address critical signal integrity and link management challenges as server architectures push ever-higher bandwidth through complex GPU and CPU clusters. Less visible than the hyperscalers, Astera sits at a crucial junction in the AI infrastructure stack, enabling the hardware that makes large-scale AI compute possible. The stock has pulled back nearly 40% year to date after a strong 2025, which may make the valuation more attractive to patient investors. In its most recent quarter (reported Feb. 10 for Q4 2025), ALAB posted EPS of $0.58, beating the $0.51 consensus by $0.07, while revenue surged 91.8% year over year. Management said the addressable opportunity has expanded significantly. They estimated the company's Serviceable Addressable Market (SAM) at $25 billion by 2030, with public endorsements for UALink from Amazon (NASDAQ: AMZN) and Advanced Micro Devices (NASDAQ: AMD) for 2027, and optical scale-up deployments targeted around 2028. Analysts hold a consensus Moderate Buy rating, with a consensus price target of $202.22, implying almost 100% upside — the highest on this list. If the market stabilizes and AI infrastructure spending continues, ALAB could be a sizable beneficiary. Alphabet: The Mega-Cap AI Cloud CompounderAlphabet (NASDAQ: GOOGL) is the largest and most established name on this list, and one of the most important AI cloud operators globally. While the other four stocks represent emerging or growth-stage opportunities, Alphabet offers AI cloud exposure combined with the stability and cash generation of one of the most profitable businesses ever built. Google Cloud remains one of the fastest-growing major cloud platforms, with Q4 revenue of $17.66 billion, up 48% year over year. The cloud backlog surged to $240 billion, up 55% quarter over quarter, providing strong forward revenue visibility. The stock is down close to 10% year to date, pulling back from February record highs amid broader market weakness. But the fundamental picture remains solid. Alphabet generated $402.8 billion in full-year revenue and $10.81 in EPS in 2025. It trades at a forward P/E of about 20.3, moving closer to its historical average and representing a potential value point. The consensus price target of $368.06 across 51 analysts implies over 30% upside from current levels, with 47 analysts rating the stock a Buy. For investors seeking AI cloud exposure with the safety and compounding power of a mega-cap, Alphabet remains the benchmark name on this list. |
