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The rise of agentic AI is expected to drive significant demand for cloud computing, creating a major tailwind for providers like Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL). Alphabet (GOOGL) is particularly well-positioned, providing both essential cloud infrastructure and top-tier AI models like Gemini. Consider established software platforms like Datadog (DDOG), whose critical monitoring data becomes even more valuable as new AI tools rely on it to function. Similarly, the deep integration of Salesforce (CRM) and Atlassian (TEAM) into business workflows solidifies their market position as key partners in the AI ecosystem. Investing in these foundational technology leaders offers broad exposure to the growth of agentic AI by focusing on the indispensable platforms it relies on.