From the growth of self-driving cars to the explosion of artificial intelligence (AI) capabilities, it is clear that AI will become increasingly integrated into our lives.
Recognizing this fact, investors should monitor major AI companies as these stocks could provide substantial revenue over the next few years.
Image source: Getty Images.
1. nvidia
nvidia (NVDA) 1.74%)) He is a stubborn semiconductor man who pioneered the development of graphics processing units (GPUs). Invaluable for AI applications, GPUs are also important components in data centers where AI computing occurs.
The company consistently generates strong free cash flow. It's just one of the reasons Nvidia stocks are a must-see for investors looking to gain AI exposure.
2. alphabet
Parent companies of many businesses, alphabet (Goog 2.30%)) (googl 2.70%)) Incorporates the large-scale language model (LLM) chatbot Gemini in products such as Google Search and Android Phone. Other companies integrate Gemini into their products, such as Visual messaging providers snap and Strategy and Consulting Leaders Accenture.
In addition to Gemini, Alphabet offers a wide range of AI exposure through Google Cloud, a cloud computing service.
3. Microsoft
It first expanded beyond the famous software products; Microsoft (msft -0.28%)) It provides AI exposure via Copilot, a generated AI chatbot found in several Microsoft products such as Microsoft 365. Investors are gaining AI exposure through the company's cloud computing platform, Microsoft Azure.
Microsoft also offers indirect AI exposure. It offers indirect AI exposure as it is a major investor in Openai, the owner of ChatGPT.
4. Meta Platform
Meta Platform (Meta) 1.04%)) While it may be most recognised as the parent company of Facebook, the company emerged as a leader in AI tools after developing Meta AI, an AI-powered assistant integrated into other meta apps and built on LLAMA LLM.
In June 2025, Meta expanded its AI reach and invested $14.3 billion in Scale AI, a company that pursues artificial general information.
5. Broadcom
Like nvidia, Broadcom (avgo) -0.30%)) It is another major semiconductor stock with close ties to the AI industry. The growth of data centers is contributing to the strong demand for Broadcom's AI accelerators. In the second quarter of 2025, Broadcom reported more than $4.4 billion in AI semiconductor revenue, up 46% year-on-year. AI networking accounted for 40% of AI revenue, 70% compared to the previous year.
6. Amazon
Once upon a time, Amazon (amzn 2.66%)) It was just a bookstore. But today there is a robust cloud computing business. Released almost 20 years ago, Amazon Web Services has emerged as a premier cloud computing option, providing the foundation for businesses to develop their own AI resources, as well as AI services and tools such as Amazon Bedrock and Amazon Sagemaker.
At the end of 2024, AWS achieved an annual revenue occupancy rate of $115. For context, Amazon reported total revenue of $638 billion in 2024. Given its size and commitment to innovation, Amazon will remain the best AI force for years to come.
7. PalantirTechnologies
From supporting customers through data integration to security and compliance, advances in healthcare, support for the US and allied military, and software companies Palantir Technologies (pltr -9.04%)) We have developed a sophisticated platform for analyzing large datasets.
In its strong financial health, Palantir was consistently profitable, ending the first quarter of 2025 and owing no cash and cash equivalents. Furthermore, it generates powerful free cash flow on a daily basis.
8. Taiwan Semiconductors
Using a dedicated IC foundry business model, Taiwan semiconductor Manufacturing (TSM) 2.04%)) It generates semiconductors for the customer themselves, not the original semiconductors. For example, Nvidia is a Taiwanese semiconductor customer and is seeking help in the production of Blackwell GPUs used in AI applications.
Showing strong exposure to AI, Taiwan Semiconductor said its 2024 revenue from AI accelerators represents “near mid-teens” of total revenue.
9. Tesla
Most of them recognize Tesla (TSLA) -0.67%)) When it comes to electric vehicles (EVs), AI leadership ensures recognition. For one, the company's EVs have sophisticated autonomous driving capabilities – the ability that is expected to increase – and steadily advances in its Robotaxi business advancement.
Tesla reported roughly $5 billion in AI-related capital expenditures in 2024, and expects roughly the same in 2025. Given Elon Musk's enthusiasm for AI, it's no surprise that Musk will move towards acquiring Tesla for AI startup Xai.
10. CoreWeave
Provides infrastructure for AI computing, coreweave (CRWV) 1.22%)) We have developed a cloud platform that supports the high computing demands of AI. The appeal of the technology is highlighted by developing AI infrastructure through a recent $11.9 billion agreement with Openai.
CoreWeave is a rapid growth mode. In the first quarter of 2025, we reported revenue of $982 million. This is an increase of 420% year-on-year due to high demand for our cloud platform.
Suzanne Frey, an executive at Alphabet, is a member of the board of directors of Motley Fool. Randi Zuckerberg, a former director of market development, Facebook spokeswoman and sister to Metaplatform CEO Mark Zuckerberg, is a member of Motley Fool's board of directors. John Mackey, former CEO of Amazon subsidiary Whole Foods Market, is a member of Motley Fool's board of directors. Scott Levine has no position in any of the stocks mentioned. Motley Fools introduces and recommends Accenture PLC, Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, Palantir Technologies, Taiwan Semiconductor Manufacturing, and Tesla. Motley Fool recommends Broadcom and the following options are recommended: A $395 call at Microsoft for January 2026 and a $405 call at short term Microsoft for January 2026. Motley Fools have a disclosure policy.
