The cloud market growth projection really stands out to me — from roughly $432B in 2026 to around $890B by 2028. That's more than double in just two years, with AI driving a huge chunk of the new infrastructure demand.
Estimated share for 2028:
$Amazon.com(AMZN)$ — roughly 33%
$Alphabet(GOOGL)$ — roughly 28%
$Microsoft(MSFT)$ — roughly 27%
$Oracle(ORCL)$ — roughly 11%
The headline growth is one thing, but what I'm more focused on is who actually manages to convert all that AI spending into real revenue and earnings down the line.
I've been tracking some names, setups, and themes that are on my radar right now.
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