Amazon, EPAM Systems, TSMC for Long-Term Growth

Artificial intelligence (AI) has moved well beyond academic labs and early pilot projects to become a key focus for investors, corporations and governments. According to Gartner, Inc., worldwide spending on AI is forecast to reach nearly $1.5 trillion in 2025, underlining the massive scale of this shift in tech investment and infrastructure. 

While some firms may be riding hype, a set of companies stand out because they link AI ambitions to broader business models and structural advantages. This article highlights three stocks that match those criteria. Each is deeply involved in AI in a different way: from cloud platforms and services to massive infrastructure build-out. 

Readers should view these not as speculative bets, but as companies with substantial AI exposure and long-term capabilities. The goal here is to look past the immediate headlines, and show how AI may shape durable business value for these companies.

Stock #1: AMZN (Amazon)

Amazon.com, Inc. (AMZN) offers one of the broadest and most diversified ways to participate in AI trends. While best known for e-commerce, Amazon’s cloud business, Amazon Web Services (AWS), is deeply involved in AI infrastructure, software tools and operational automation. For example, AWS recently announced a deal with the National Basketball Association (NBA) to launch “NBA Inside the Game”, a platform that turns game data into insights via AI analytics and interactive features. 

On the operations side, Amazon revealed at the end of 2025 that its delivery-centre robotics and agent-AI tools will help front-line employees and introduce efficiency gains across logistics. Beyond individual use cases, Amazon has guided that AI investments and infrastructure continue to be major focus areas for its capital spending in 2025. 

The reason why Amazon qualifies as an “unstoppable” AI stock is that it is not betting everything on one narrow AI play. Its diversified business, cloud, retail, advertising, operations, gives multiple avenues for AI to add value. That means observers don’t have to wait for a single AI product to pop; incremental improvements across Amazon’s vast operations can deliver material benefits. 

Of course, there are risks. AWS is facing stiff competition and some believe it is losing ground in the AI cloud race. Also, such broad businesses can suffer margin pressure when heavy infrastructure spending increases. Yet for investors who want a large-scale AI exposure with many moving parts, Amazon presents a compelling case.

Stock #2: EPAM Systems

EPAM Systems (NASDAQ: EPAM) is a software engineering and consulting services firm that has been increasingly positioning itself as an AI-transformation partner for large enterprises. The company offers end-to-end AI services, from advisory and use-case identification to full model deployment and operations. 

For example, EPAM’s materials state that it can help enterprises with “AI-run transformation” and scale AI models across cloud platforms. In its 2025 second quarter results the firm raised its full-year revenue growth forecast due to “strong” demand for AI-driven software services.

The reason EPAM appears on the list of AI-stocks to watch is that it operates in a part of the ecosystem that is sometimes overlooked: rather than making chips or cloud platforms, it helps firms implement and adopt AI. That means its business depends on many companies’ ability to integrate AI rather than just buy it. This gives EPAM a kind of structural exposure: as more companies move to become “AI-ready” in their operations and software, demand for its services may grow.

Of course there are risks. EPAM’s business remains tied to corporate IT spending which can be cyclical and sensitive to macro economic weakness. Also, margins in service firms can be under pressure if competitive intensity or wage inflation rises. Still, for investors looking for AI exposure beyond the “big-platform” names, EPAM delivers a differentiated angle.

Stock #3: TSM (Taiwan Semiconductor Manufacturing)

Taiwan Semiconductor Manufacturing Company (TSMC) is the world’s largest contract semiconductor foundry and a foundational part of the AI infrastructure supply chain. Its chips power many of the leading AI model training and inference systems. The company recently reported that chip-industry peers saw a rise in demand tied to AI and that TSMC raised its outlook accordingly. A more detailed report showed TSMC raised its full-year growth guidance into the mid-30% range for 2025, again citing robust AI-related demand.

TSMC qualifies as an “unstoppable” AI stock candidate because it sits at the foundation of the hardware layer that AI models require. As AI workloads scale up, so too does the need for advanced chips, packaging and large manufacturing scale. TSMC’s technological leadership and manufacturing scale give it a structural advantage that is hard to replicate quickly. 

That said, the company still faces risks including geo-political tensions (Taiwan/China/US) and the cyclicality inherent in the semiconductor industry. Also, heavy capital expenditure is required to maintain leadership and capacity. Still, for those who believe AI compute demand will continue growing for years, TSMC offers exposure to that trend through a company with deep infrastructure play.

Strategic take-aways & conclusion

While the three stocks above represent different layers of the AI ecosystem (platform/cloud via Amazon.com, Inc., services via EPAM, hardware via TSMC) investors should remember that no company is risk-free and some key strategic take-aways apply. 

First, valuations often embed high future expectations. Even companies with strong fundamentals can underperform if growth falls short or the broader market resets. Second, diversification matters. The AI trend spans many segments, software, hardware, infrastructure, services, so betting only on one company or one segment may leave the investor vulnerable to disruption or competition. Third, structural trends can take years to fully play out. Investors should be prepared for short-term noise, cyclic dips, regulatory or supply-chain shocks, and still hold a long-term mindset. 

In conclusion, while AI is clearly a major theme in technology, the winners may not be the ones with the loudest press releases but rather those with durable business models, structural advantages and the ability to execute over time. For disciplined investors, Amazon, EPAM Systems and TSMC may present sensible ways to gain exposure to AI’s long-run trajectory, provided the inherent risks are understood.