We are on the cusp of the Artificial intelligence (AI) era. Whether you like it not, the future is coming. Artificial Intelligence has gone from science fiction to the research labs and now into real-life applications. And this will have very broad implications across a wide swath of industries (e.g. Internet, Autos, Banking, Software, Macro Economy, Health Care, and Utilities) over the next 5-10 years.

So which stocks should you be tracking now to get an investing edge on this major trend? Luckily RBC Capital Markets has just released a report that looks out to 2025 and imagines which companies will be winners of the Great AI Race.

The firm writes: “We have little doubt that the companies that are most successful in harnessing the power of AI will be those companies that likely have the most robust fundamental outlooks – and thus best potential stock performance in their respective verticals. Yes, AI is THAT much of a Change Force.” Indeed, in the words of Vladimir Putin, “The country that leads AI development will be ruler of the world.”

Here we dial down into 4 of the most promising of these AI stocks. 

1. Amazon (AMZN)

Amazon (AMZN – Research Report) is basically applying AI and machine learning to just about every part of its business. In fact, Amazon is estimated to spend 80% more than Alphabet on AI-related jobs! (At $228M vs $125M in 2017 according to Paysa). And as RBC Capital sees it, all this hard work is paying off.

“Overall, while it is still relatively early in the AI lifecycle, leaders are emerging quickly and we believe Amazon is one of them” says RBC Capital.

Here’s why: AI is primarily a prediction technology that gets better as more, relevant data and information is fed to the system. Not only does Amazon have the resources (~$30B in cash) to invest in AI stocks, but it also has the scale and the ability to generate large volumes of data.

In other words, Amazon’s global scale gives it a huge advantage in improving its own position using AI. This is through 1) retail sales growth; 2) Amazon Web Services (AWS) cloud sales growth; and 3) reduction in operating costs.