10 AI & Cloud Companies That Will Write the Future
10 AI Companies Poised to Shape the Next Decade—Before the Future Catches You Off Guard
Imagine this
It’s the year 2035. AI isn’t just in our apps—it’s in our decisions, our businesses, our infrastructure. The cloud isn’t just storage—it’s the foundation of everything. AI and cloud have fused, running the world in ways we once thought were science fiction.
We’re living in a real-life version of The Matrix—minus the whole “red pill, blue pill” dilemma. No more clunky interfaces. No more waiting for data. AI anticipates, cloud delivers. Seamless. Instant. Invisible.
This isn’t some cyberpunk fantasy. This is reality—built by a handful of companies that saw the future before the rest of us.
If you're thinking, "How do I get there? Where’s my DeLorean?"—relax. The time machine you need is already in the market. These 10 AI & cloud companies aren’t just riding the wave; they are the wave. They’re rewriting the rules, reshaping industries, and redefining what’s possible.
So, sit back, plug in, and watch as they build the future before our eyes.
Happy reading! 😁
10. Microsoft (Ticker: MSFT)
Microsoft is number 10. That is a fact. But why? Let’s break it down.
Microsoft builds AI. Microsoft invests in AI. But Microsoft is not just about AI. It is about scale. Reach. Power. It is about tools billions use every day.
Microsoft plays the long game. It owns OpenAI. Well, almost. It funds, integrates, and expands AI through Azure. The cloud is Microsoft’s fortress. A global network. A foundation for AI. AI doesn’t just run on Microsoft—it thrives there.
The strategy sings. Microsoft doesn’t just create AI. It embeds AI. It sells AI. It ensures AI is not just a novelty, but a necessity.
And then, when the time is right, Microsoft unleashes something big. Copilot. A digital assistant woven into the very fabric of work.
So when you think of AI, don’t just think of models and research. Think of power. Think of influence. Think of the company that doesn’t just make AI. It makes AI matter.
That’s why Microsoft is 10.
All I’m seeing is rapid growth. This will only be boosted by the increased demand of AI and Cloud!
9. Snowflake (Ticker: SNOW)
Snowflake doesn’t build AI models. It doesn’t train massive LLMs. But it fuels them. It feeds them. AI is nothing without data. And Snowflake? It is the data cloud.
Now listen. Snowflake isn’t just another cloud provider. It is multi-cloud. Seamless. Scalable. It moves data across AWS, Azure, and Google Cloud like water. It doesn’t just store data—it organizes it, cleans it, and makes it ready for AI.
The strategy sings. Snowflake doesn’t fight the giants. It enables them. It doesn’t try to replace the AI leaders. It empowers them. It ensures AI isn’t just powerful—it’s precise.
And then, when the time is right, Snowflake does more. It launches Snowpark. It brings AI to the data. Not the other way around. It makes AI processing faster, smarter, and easier.
So when you think of AI, don’t just think of models and research. Think of infrastructure. Think of optimization. Think of the company that doesn’t just store data. It turns data into intelligence.
Excellent growth, excellent net revenue retention rate, and overall excellence for Snowflake.
8. Arista Networks (Ticker: ANET)
Arista doesn’t build AI models. It doesn’t train them. But without Arista, AI slows down. It struggles. It chokes. Because AI isn’t just about data. It’s about moving data—fast.
Buckle up. Arista builds the backbone of AI. High-performance networking. Low-latency switches. Cloud-scale infrastructure. AI needs speed. Arista delivers it. AI needs efficiency. Arista optimizes it.
The strategy sings. Arista doesn’t just sell networking gear. It redefines it. It builds the networks AI depends on. It fuels hyperscalers. It powers data centers. It ensures AI doesn’t just compute—it flows.
And then, when the time is right, Arista levels up. AI workloads grow. Bandwidth demands explode. Arista meets them head-on with 400G, 800G, and beyond. Faster. Smarter. Scalable.
So when you think of AI, don’t just think of algorithms and data. Think of speed. Think of scale. Think of the company that doesn’t just connect AI. It unleashes it.
You’re average Joe business would envy this kind of growth, right?!
7. Oracle Corporation (Ticker: ORCL)
Oracle is number 7. Not because it’s chasing AI hype, but because it’s been preparing for this moment for decades.
Think about it. Oracle isn’t just another cloud provider. It’s optimized for AI workloads. It doesn’t try to outcompete AWS, Azure, or Google on size—it competes on performance. Lower latency. Faster processing. More efficient AI training.
But Oracle’s real power? Data. It has spent decades mastering databases. Structured. Unstructured. Massive. AI isn’t just about building models—it’s about feeding them the right data. Oracle Cloud does that seamlessly.
Then, there’s its edge. Partnerships. Instead of fighting OpenAI or Anthropic, Oracle works with them. It brings NVIDIA GPUs to its cloud. It ensures AI companies can train models faster, cheaper, and more efficiently.
AI is more than just software—it’s the infrastructure behind it. Oracle is making sure that infrastructure is built to last.
If you like predictability and sustainability in revenues, you will like Oracle.
6. Cognizant Technology Solutions (Ticker: CTSH)
Cognizant Technology Solutions is number 6. Not because it builds the most powerful AI, but because it puts AI to work where it matters.
Look at its reach. Healthcare. Finance. Retail. Manufacturing. Cognizant takes AI beyond the tech bubble. It helps businesses adopt AI, integrate it, and scale it. Companies don’t just need AI—they need AI that works for them. Cognizant delivers that.
Then there’s automation. AI isn’t just about making decisions—it’s about making processes smarter. Cognizant builds AI-driven workflows. It optimizes operations. It enhances customer experiences. AI isn’t a futuristic idea—it’s happening now, and Cognizant is leading the charge.
And when AI models evolve, Cognizant evolves with them. Partnerships with Google, Microsoft, and AWS keep it at the cutting edge. It doesn’t reinvent AI—it maximizes its impact.
So when you think of AI, don’t just think of models and cloud servers. Think of integration. Think of transformation. Think of the company that doesn’t just create AI—it makes AI work for everyone.
We’ll ignore the pandemic dip ;-)
5. MongoDB (Ticker: MBD)
MongoDB is number 5. Not because it dominates headlines, but because it powers what does. AI isn’t just about models—it’s about the data that trains them, feeds them, and makes them smarter. That’s where MongoDB shines.
Forget rigid, traditional databases. AI demands flexibility. Unstructured data. Semi-structured data. Massive datasets moving at lightning speed. MongoDB’s document model handles it all, making AI training and inference faster, smoother, and more efficient.
Now think about scale. AI workloads grow unpredictably. MongoDB scales with them—horizontally, seamlessly, globally. Whether it’s a startup building an AI-powered app or a Fortune 500 optimizing data pipelines, MongoDB makes sure AI never hits a bottleneck.
And it doesn’t stop there. Vector search. Real-time analytics. AI-driven insights. MongoDB doesn’t just store data—it makes it usable. AI is only as good as the data it learns from. MongoDB ensures that data is ready, structured, and accessible when it matters most.
AI isn’t just about building smart models. It’s about feeding them the right data, the right way. That’s why MongoDB is number 5.
Impressive results from MongoDB!
4. Taiwan Semiconductor Manufacturing (Ticker: TSM)
TSMC is number 4. Not because it builds AI models, but because it makes them possible. AI isn’t just software. It’s hardware. Chips. Transistors. The raw computing power that fuels every breakthrough. And no one does it better than Taiwan Semiconductor Manufacturing Company.
Look at the numbers. The most advanced AI processors—NVIDIA, AMD, Apple, even custom silicon from Google and Amazon—are all built by TSMC. It’s not just a chipmaker. It’s the chipmaker. The leader in cutting-edge semiconductor fabrication, years ahead of the competition.
Now think about scale. AI needs power. More data. Faster processing. Smaller, more efficient transistors. TSMC pushes the limits of physics with every new process node. 5nm, 3nm, and soon, 2nm. The smaller the transistor, the more AI can do. And TSMC is the only one making it happen at scale.
And it doesn’t stop there. The AI revolution isn’t slowing down, and neither is TSMC. It’s investing billions into new fabs. Expanding into the U.S., Japan, and Europe. Securing the future of AI hardware for the next decade.
AI models are only as powerful as the chips they run on. And the world’s most advanced AI chips? They all come from one place.
Before we get to the highly anticipated top three…
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3. ASML (Ticker: ASML)
ASML is number 3. The quiet force behind every AI breakthrough. While companies race to build smarter models, ASML ensures they have the hardware to run them.
Look at the landscape. AI needs extreme computing power. That power comes from the smallest, most advanced chips ever made. And ASML is the only company on Earth capable of producing the machines that make them.
This isn’t just innovation—it’s mastery. ASML’s extreme ultraviolet (EUV) lithography pushes the limits of physics. It etches circuits just a few atoms wide, enabling chips at 3nm, 2nm, and beyond. Without ASML, AI’s progress would slam into a wall.
And the moat? Unmatched. These machines cost over $380 million each, take years to build, and require expertise no other company has. Every chip giant—NVIDIA, TSMC, Intel, Samsung—relies on ASML’s precision. No EUV, no cutting-edge AI chips. No AI chips, no AI revolution.
AI doesn’t just need better algorithms. It needs better silicon. And better silicon starts with ASML.
2. NVIDIA (Ticker: NVDA)
NVIDIA is number 2. Not because it’s in the AI race—but because it built the track, the stadium, and the cars everyone is driving.
Every major AI breakthrough in the last decade? It ran on NVIDIA. Every cutting-edge LLM, every AI-powered innovation? Powered by its GPUs. This isn’t just dominance—it’s near-total control of the AI hardware stack.
Think about it. AI isn’t just about smarter algorithms. It’s about raw processing power. Training a model takes trillions of calculations, and NVIDIA’s GPUs handle them better than anything else on the market. CUDA, Tensor Cores, DGX servers—it’s an ecosystem so advanced that competitors are years behind.
And it’s not just about hardware. NVIDIA saw the future before anyone else. It built software frameworks like CUDA, enabling AI research before AI was mainstream. It expanded into cloud computing, enterprise AI, and even AI-powered robotics. It’s not reacting to the AI boom—it created it.
The AI revolution isn’t coming. It’s here. And it’s running on NVIDIA.
1. Alphabet (Ticker: GOOGL)
Alphabet is number 1. Not because it follows AI trends, but because it defines them.
Before AI was the hottest topic in tech, Alphabet was already laying the groundwork. DeepMind, TensorFlow, Transformer models—this company hasn’t just kept up with AI. It’s been building AI’s future for years.
Search? Reinvented by AI. YouTube? Curated by AI. Ads, cloud computing, even autonomous driving—Alphabet weaves AI into products used by billions every day. While others focus on AI as a tool, Alphabet integrates it into the fabric of the internet itself.
And then there’s scale. No other company has more real-world AI data. No other company has the infrastructure of Google Cloud TPUs, optimized specifically for AI workloads. No other company can deploy AI at this magnitude, this seamlessly.
But what really sets Alphabet apart? It doesn’t just build AI models. It changes how AI thinks. DeepMind’s AlphaFold solved protein folding. Gemini aims to push LLMs beyond chatbots. AI at Alphabet isn’t about catching up—it’s about leading the next revolution.
The future of AI won’t just be influenced by Alphabet. It will be shaped by it.
Honorable Mention: Amazon (Ticker: AMZN)
Amazon is my honorable mention. Not because it shouts about AI, but because AI is embedded in everything it does.
Look past the headlines. AI isn’t just a research project for Amazon—it’s a silent engine, optimizing warehouses, personalizing shopping, powering Alexa, and even predicting what customers will buy before they do. AI isn’t an add-on here. It is the business.
Then there’s AWS. The backbone of AI development worldwide. Every AI startup, every enterprise scaling machine learning, every company training massive models—most of them are doing it on AWS. SageMaker, Trainium chips, Bedrock for generative AI—Amazon isn’t just hosting AI. It’s making AI more accessible, scalable, and cost-efficient.
And logistics? Reinvented. AI-driven robotics move packages with precision. Machine learning optimizes delivery routes in real time. Every product recommendation, every fraud detection system, every voice command on Alexa—it’s AI in action, touching millions of people every second.
Amazon doesn’t just use AI. It operationalizes it. While others are experimenting, Amazon is deploying at scale, turning AI into an invisible force that powers one of the biggest companies on the planet.
That’s why Amazon is my honorable mention.
I’m a proud shareholder when I look at the AWS (cloud) segment of Amazon.
And that is it for today!
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