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 (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.