Harvard University Likes This Top AI Stock

Harvard’s Stake: $149,441,848

Amazon.com (NASDAQ:AMZN) is among the apical beneficiaries of the AI revolution, yet its banal hasn’t received astir the aforesaid appreciation arsenic peers similar Google and Nvidia — which galore analysts spot arsenic a wide opportunity. Its AWS unreality level is utilized by much than 90% of the Fortune 100, making it the largest unreality supplier globally and the backbone of endeavor unreality infrastructure. Amazon.com (NASDAQ:AMZN) has committed $200 cardinal successful CapEx for 2026 — the largest AI superior fund of immoderate institution successful the world. A large portion of that is going toward Amazon’s ain customized AI chips, called Trainium, which person been gaining superior traction. Amazon deployed implicit 2.1 cardinal AI chips successful the past 12 months, with Trainium present accounting for much than fractional of those deployments. The spot concern has secured large compute deals including 2 gigawatts with OpenAI and 5 gigawatts with Anthropic.

Beyond infrastructure, Amazon.com (NASDAQ:AMZN) holds important equity stakes successful OpenAI, acquired for $50 billion, and astir a 17% involvement successful Anthropic. Amazon’s advertizing concern has softly go the 3rd largest successful the satellite down Google and Meta, generating implicit $15 cardinal per 4th successful mostly high-margin revenue.

Photo by Austin Distel connected Unsplash

Artisan Value Fund stated the pursuing regarding Amazon.com, Inc. (NASDAQ:AMZN) successful its Q1 2026 capitalist letter:

“We initiated 4 caller positions successful Q1, an above-average gait of activity. Typically, we adhd 1–2 caller positions per quarter, averaging 1.7 per 4th implicit the past 5 years. Increased marketplace volatility and greater dispersion successful US equities created much opportunities to put successful companies that conscionable our 3 borderline of information criteria: charismatic concern economics, dependable fiscal information and compelling valuation. We besides utilized .... (Click Here to Read the Letter successful Detail).”

While we admit the imaginable of AMZN arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 33 Stocks That Should Double successful 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. 

Disclosure: None. Follow Insider Monkey connected Google News.