Cloud computing has become the backbone of today’s digital economy, powering everything from AI-driven applications to global e-commerce platforms. As enterprises accelerate their shift to the cloud, the demand for high-performance infrastructure, spanning semiconductors, networking, and hyperscale data centers, is soaring.
This surge has created standout opportunities for investors looking to tap into companies that not only supply the critical hardware and software behind the cloud but also dominate in innovation and global reach.
In this article, we’ll highlight the top cloud infrastructure stocks to watch, leaders that are positioned to capture explosive growth, supported by strong institutional confidence and expanding international demand.
| Company Name (Ticker) | Analyst Upside | P/E Ratio |
| Amazon (AMZN) | 18.1% | 32 |
| Microsoft (MSFT) | 21.5% | 33 |
| Alphabet (GOOGL) | 8.4% | 20 |
| Oracle (ORCL) | 4.8% | 34 |
| IBM (IBM) | 17.7% | 21 |
| Equinix (EQIX) | 23.9% | 52 |
| NetApp (NTAP) | 8.4% | 14 |
| NVIDIA (NVDA) | 9.4% | 35 |
| Taiwan Semiconductor Manufacturing Co. (TSM) | 22.7% | 19 |
| Broadcom (AVGO) | 3.0% | 40 |
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Here are 3 of the top cloud infrastructure stocks that stand out for their ability to deliver consistent growth, market leadership, and long-term resilience.
NVIDIA (NVDA)
NVIDIA has become the essential compute engine of the modern cloud. Its latest Blackwell platform, anchored by the B200 and GB200 “Grace-Blackwell” systems, was engineered specifically for hyperscale data centers. The chips pair massive GPU compute with high-bandwidth memory and advanced interconnects like NVLink/NVSwitch, while the networking layer now includes Spectrum-X Ethernet to complement NVIDIA’s InfiniBand dominance.
Unlike traditional chip vendors, NVIDIA delivers a full-stack platform: CUDA software, AI Enterprise frameworks, orchestration tools, and networking gear, all designed to maximize throughput per rack and per watt. For cloud operators, that translates directly into efficiency and scalability gains. Beyond silicon, NVIDIA is shaping how cloud AI is consumed.
Its DGX Cloud service is rolling out across multiple partners, while Oracle Cloud Infrastructure (OCI) has integrated GB200 NVL72 systems at supercluster scale. The new DGX Cloud Lepton marketplace further aggregates GPU resources from specialized providers, broadening access to large-scale AI compute. By contributing Blackwell design elements to the Open Compute Project and expanding support for open networking standards, NVIDIA ensures its ecosystem is deeply embedded in hyperscaler roadmaps.
The result: NVIDIA isn’t just selling accelerators, it is defining the architecture of AI-driven cloud infrastructure.
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Taiwan Semiconductor Manufacturing Co. (TSM)
Taiwan Semiconductor Manufacturing Co. is the factory that makes it possible. Every major hyperscaler’s most advanced processors, whether GPUs, CPUs, or custom AI ASICs, depend on TSMC’s cutting-edge manufacturing. NVIDIA’s Blackwell GPUs, for instance, are fabricated on TSMC’s most advanced process nodes and rely heavily on the foundry’s CoWoS (Chip-on-Wafer-on-Substrate) packaging, which enables ultra-dense connections between compute and memory.
With demand surging, TSMC has committed to doubling its CoWoS capacity in 2025 while guiding that AI-accelerator revenue will also double year over year. TSMC’s strategic roadmap ensures it remains central to cloud infrastructure for years to come. The company is executing its largest capital expansion in history, with multiple new fabs and packaging facilities under construction worldwide.
N2 process technology slated for mass production in the second half of 2025 promises further gains in performance per watt. A crucial metric for hyperscale data centers constrained by power and cooling. Put simply, cloud compute supply is bottlenecked by TSMC’s capacity. The company’s role as the exclusive enabler of advanced AI silicon cements its position at the heart of global cloud infrastructure.
Broadcom Inc. (AVGO)
Broadcom sits at the intersection of networking and custom silicon, the two critical enablers of AI-scale cloud infrastructure. Its Tomahawk 6 switch ASIC delivers a staggering 102.4 Tb/s of bandwidth, ready for 800G Ethernet and co-packaged optics, while its Jericho chips power massive, loss-aware fabrics capable of scaling to tens of thousands of GPUs. In AI clusters, where networking bottlenecks often limit performance more than raw compute, Broadcom’s role is indispensable.
These chips underpin the reliable, low-latency communication required to train trillion-parameter models at scale. Equally significant, Broadcom is the premier supplier of custom AI accelerators for hyperscalers. As cloud giants look to optimize cost and energy efficiency, they are increasingly commissioning purpose-built ASICs for specific workloads.
Broadcom has quietly become the partner of choice for many of these initiatives, securing large orders and expanding its hyperscale footprint. This dual strength, in merchant networking silicon and bespoke AI chips, positions Broadcom as one of the most leveraged beneficiaries of the cloud infrastructure boom. As AI workloads explode, Broadcom provides the hidden plumbing that makes hyperscale clusters both faster and cheaper to operate.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!