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This Month's Bonus Article 5 Cloud and AI Infrastructure Stocks Powering the Next Wave of AISubmitted 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's $1 Quadrillion AI IPO
The next wave of artificial intelligence (AI) isn't just about models and agents — it's about the infrastructure behind them and what will power 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 gathers momentum. Here are five AI cloud stocks that could power the next leg of the AI revolution. Nebius Group: Pure-Play AI Cloud With Massive Upside Nebius Group (NASDAQ: NBIS) is one of the most compelling pure-play AI cloud infrastructure names in the market today. The company builds and operates an AI-centric cloud platform that delivers 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 it has growing exposure to autonomous driving and EdTech through its Avride and TripleTen divisions. Your electric bill is up 42% since 2019, and utilities requested $31 billion in rate hikes last year alone. The culprit: AI data centers consuming power at a scale the grid was never designed to handle. The last time a bottleneck like this formed, three overlooked infrastructure stocks surged 1,700%, 1,900%, and 900% before Wall Street caught on. One analyst has identified the next candidate - earlier in the cycle, smaller, and positioned at a chokepoint that even the largest players cannot build around. See the one infrastructure stock Wall Street is about to chase The stock is up over 10% year-to-date, holding up impressively in a challenging broader market. The most significant recent catalyst was NVIDIA's 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 — a capacity commitment that highlights the scale of the opportunity. Management has also reiterated its 2026 ARR target of $7 billion to $9 billion, with enterprise and AI-native customers continuing to outpace available supply. Analysts hold 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 is one of the more interesting names to monitor. CoreWeave: The GPU Cloud Built for AI Scale CoreWeave (NASDAQ: CRWV) is a specialized GPU-accelerated cloud provider built for compute-intensive AI workloads. The company offers access to 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 machine-learning teams, and media and entertainment customers across the U.S. and internationally. Its platform is optimized for dense, high-throughput workloads that general-purpose cloud providers weren't designed for. Revenue grew 110.4% year over year in its most recent quarter — a remarkable growth rate that underscores surging demand for specialized GPU compute. The stock is down slightly year-to-date, a relatively resilient performance given broader market weakness, but it has pulled back significantly from its 52-week high, trading more than 60% below the peak. Trading near the low end of its 52-week range may present an opportunity for investors who believe in its fundamental 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 currently carries a net loss, but the scale of revenue growth, the strategic importance of its GPU infrastructure, and broad analyst coverage make it a name serious AI investors should watch closely. DigitalOcean: The AI Cloud for Developers and SMBs DigitalOcean (NYSE: DOCN) has been a standout performer in 2026, surging roughly 70% year-to-date. The cloud infrastructure provider focuses on simplicity, performance, and developer experience, serving startups and small-to-medium businesses with accessible cloud services. Its offerings include virtual private servers, managed Kubernetes, object and block storage, managed databases, and networking capabilities. The platform is popular with developers and independent software vendors that need predictable, uncomplicated 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 Q4 2025, EPS came in at $0.44, beating consensus by about $0.06. Revenue topped expectations at $242.39 million for the quarter. Institutional ownership is nearly 50%, reflecting substantial market trust in the business. The current consensus price target of $72.08 sits modestly below the recent share price, suggesting analysts view the stock as fairly valued after its run — making execution on the AI expansion strategy the key item to watch next. Astera Labs: The Connectivity Backbone of AI Data Centers Astera 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 solve signal-integrity and link-management challenges that arise as server architectures push ever-higher bandwidth through complex GPU and CPU clusters. Less visible than hyperscalers, Astera sits at a critical 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 run, making the valuation more attractive to patient investors. In its most recent quarter (reported Feb. 10 for Q4 2025), ALAB delivered EPS of $0.58, beating the $0.51 consensus by $0.07, with revenue surging 91.8% year over year. Management noted the addressable opportunity has expanded meaningfully. 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 from current levels — the highest on this list. If the market stabilizes and AI infrastructure spending continues, ALAB could be a major beneficiary. Alphabet: The Mega-Cap AI Cloud Compounder Alphabet (NASDAQ: GOOGL) is the largest and most established name on this list, and arguably 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 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 exceptional forward revenue visibility. The stock is down roughly 10% year-to-date, retreating from February record highs amid broader market weakness, but the fundamental picture remains strong. 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 a potential value point. The consensus price target of $368.06 across 51 analysts implies over 30% upside from current levels, and 47 of those analysts rate 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 in this group. | 
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