More innovation is happening in custom-built data centers than anywhere else in the computing world, Fool contributor Tim Beyers says in the following video.

Look at Amazon.com (NASDAQ:AMZN). The company recently upgraded several elements of its web services offering, including a new service called Amazon AppStream for running resource-heavy applications or even games from the cloud. Who says you need a console?

Google (NASDAQ:GOOGL), meanwhile, has been building its own servers for years. The company has also taken the radical step of offering prize money for improving open source projects that comprise the underpinnings of the Internet.

Facebook (NASDAQ:FB), for its part, is the driving force behind the Open Compute Project that seeks to transform how we think about designing, powering, and sustaining the data centers needed for cloud computing. Its most recent giveaway? Flashcache, software designed to manage huge volumes of information across multiple databases.

Add it up, Tim says, and it's easy to see which companies are best positioned to bring investors the next round of computing breakthroughs. Old-guard names such as Apple and Microsoft don't make the list.

Do you agree? Are you investing in the leading cloud-computing stocks, or are you still bullish on PC makers? Please watch the video for Tim's full take and then leave a comment to let us know what you think.

Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team and the Motley Fool Supernova Odyssey I mission. He owned shares of Apple and Google at the time of publication. Check out Tim's web home and portfolio holdings or connect with him on Google+Tumblr, or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.

The Motley Fool recommends and owns shares of Amazon.com, Apple, Facebook, and Google. It also owns shares of Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.