It has been a disappointing year for Amazon's (AMZN -1.09%) stock so far. There are no guarantees in the stock market, but the same thing that has disappointed investors will likely be the same thing that stages Amazon's comeback: Its cloud services platform, Amazon Web Services (AWS). Investors have been disappointed with AWS' growth compared to other platforms like Microsoft's Azure and Alphabet's Google Cloud. Amazon is rightly playing the long game with AWS, making heavy investments in AWS and AI infrastructure. The global AI market is expected to explode in the next few years, with much of that being enterprises spending on cloud infrastructure and specialized AI tools.