5 Best AI Infrastructure Stocks to Invest In

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1. Amazon.com, Inc. (NASDAQ:AMZN)

Amazon.com, Inc. (NASDAQ:AMZN) earns a spot on our list of 8 best AI infrastructure stocks to invest in.

As of March 30, 2026, over 90% of covering analysts maintain “Buy” ratings for Amazon.com, Inc. (NASDAQ:AMZN), indicating strong Wall Street support. The consensus price target of $285.00 implies 42.31% upside.

On March 25, 2026, Citi reaffirmed its “Buy” rating and increased its price target on Amazon.com Inc. (NASDAQ:AMZN) to $285 from $265. Following revenue contribution assessment related to Anthropic, OpenAI, and core workloads, the firm raised its forecasts for Amazon Web Services, citing strong ongoing AI-driven demand.

Meanwhile, according to Citi, Amazon.com, Inc. (NASDAQ:AMZN)’s AWS revenue is expected to climb by 28% in the first quarter of 2026 and 29% in the full year. The company also stated that when Amazon’s alliances with Anthropic and OpenAI deepen, growth might accelerate further, reaching 37% in 2027. The research note emphasized how investor enthusiasm for Amazon.com Inc. (NASDAQ:AMZN) is becoming more closely linked to the company’s presence in the growing AI infrastructure and model ecosystem, as well as in cloud computing.

Amazon.com, Inc. (NASDAQ:AMZN) operates across e-commerce, digital content, advertising, and cloud computing. Its online and offline stores offer both in-house and third-party products, while its Amazon Web Services (AWS) division runs one of the world’s largest data center networks.

While we acknowledge the potential of AMZN to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AMZN and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 8 Most Undervalued Cloud Stocks to Buy According to Analysts and 11 Most Overvalued Companies According to the Media.

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