An article highlighted three companies positioned for the growth in AI infrastructure. **Amazon (AMZN)**: AWS holds 28% of the global cloud market. They are leaning into AI with Bedrock, SageMaker, and custom chips. Analysts project 15% revenue and 24% EPS annual growth from 2025 to 2028. It trades around 24 times next year's earnings. **CoreWeave (CRWV)**: They pivoted from crypto mining to cloud-based GPUs. They state their dedicated setup processes AI tasks faster and cheaper than broader platforms like AWS. Their contract backlog is $104.2 billion, a notable jump from their $5.1 billion revenue in 2025. It trades at 7 times next year's sales. **Equinix (EQIX)**: A data center REIT operating 282 centers globally. They split their space into smaller, denser units for diverse tenants. It pays a 2% dividend yield and trades at 24 times forward AFFO, with projected 15% EPS growth through 2028.