Investing in artificial intelligence (AI) remains a leading market theme, with significant growth potential across sectors. Key AI stocks to consider include facilitators like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Broadcom, and Taiwan Semiconductor Manufacturing (NYSE: TSM), which is projecting a 45% compound annual growth rate in AI-related revenue over the next five years.
In the deployer category, major companies such as Alphabet (NASDAQ: GOOG), Amazon (NASDAQ: AMZN), and Meta Platforms are investing billions into AI to enhance their offerings. Despite current limited financial benefits from AI investments, these companies expect substantial future growth driven by increased efficiency.
Overall, facilitators are currently reaping the rewards of rising AI demand, while deployers may experience significant future gains as AI technologies mature.