International Business Machines (IBM)

[BlueAlien]

CEO Ginni Rometty's "strategic imperatives" are a group of forward-thinking technologies that IBM is banking its future on. The cloud, Internet of Things, and AI are critical aspects of IBM's strategic imperatives and now make up 35% of its total revenue. IBM doesn't break out Watson-specific sales, but in Q3 of 2015 its strategic imperatives as a whole accounted for only 27% of revenue.

There are ancillary benefits to AI as well. Much of the machine learning consumers come in contact with will utilize the cloud -- something right in Microsoft's and IBM's wheelhouses. In Microsoft's case, each step in the AI process will also provide it with still more user data, which in turn can be utilized to better target its products and services.