Three AI-focused stocks—TSMC, Amazon, and Alphabet—recommended for long-term decade-long investment as AI shapes corporate profits.

AWS revenue rose 28% year over year in Q1, the strongest growth in nearly four years, while Amazon plans to spend $200 billion on capital expenditures during 2026 to increase computing capacity.

Amazon's custom AI chip business grew at a triple-digit pace during Q1, demonstrating in-house chip capability independent of external chip designers.

Google Cloud revenue rose 63% year over year in Q1, boosted by custom chip sales, and operating margin improved from 18% to 33% year-over-year, indicating rising profitability.