2 High-Growth AI-Driven Stocks to Buy for the Long Term with Just $200: Leveraging the Enterprise AI Revolution

The AI revolution is no longer confined to consumer applications or speculative hype-it has become a cornerstone of enterprise transformation. As businesses across industries race to integrate artificial intelligence into their operations, the companies building the infrastructure and tools to power this shift are positioned for decades of scalable growth. For investors with a long-term horizon, two stocks stand out as compelling opportunities to capitalize on this megatrend: Meta Platforms Inc. (META) and Microsoft Corporation (MSFT). With a modest $200 investment, retail investors can align themselves with enterprises that are not just riding the AI wave but actively shaping its trajectory.

1. Meta Platforms Inc. (META): Scaling AI Infrastructure for Enterprise Dominance

Meta's aggressive $72 billion investment in AI infrastructure for 2025 underscores its commitment to becoming a leader in enterprise AI solutions. This spending is directed toward building massive AI superclusters like Prometheus in Ohio and Hyperion in Louisiana, which will serve as the backbone for advanced machine learning models tailored to business needs. By prioritizing infrastructure, Meta is addressing a critical bottleneck for enterprises: the computational power required to train and deploy AI at scale.

The company's focus extends beyond consumer platforms like Instagram or WhatsApp. Meta is actively developing AI tools for enterprise workflows, including AI-powered analytics, automation, and customer engagement solutions. For example, its Llama 3 series of large language models (LLMs) is being licensed to businesses for custom applications, from supply chain optimization to employee training. This dual strategy-building robust infrastructure while offering modular AI tools-positions Meta to capture value across the entire AI stack.

According to a report by , Meta's 2025 capital expenditures reflect a strategic pivot toward enterprise revenue streams, which now account for over 30% of its total business. With AI adoption projected to grow exponentially in sectors like healthcare, finance, and logistics, Meta's infrastructure investments are a bet on long-term, recurring revenue from businesses that will increasingly rely on AI to maintain competitiveness.

2. Microsoft Corporation (MSFT): The Enterprise AI Ecosystem Powerhouse

Microsoft's dominance in the enterprise AI space is underpinned by its $13 billion investment in OpenAI and its integration of AI capabilities into Azure, Dynamics 365, and Microsoft 365. As of Q3 2025, Microsoft has received $865.8 million in revenue share from OpenAI, a figure that is expected to rise as enterprises adopt AI-driven tools like Copilot for Dynamics and Azure AI Studio according to leaked documents.

What sets Microsoft apart is its ability to embed AI into existing enterprise workflows. For instance, Azure's AI infrastructure allows businesses to deploy custom models without overhauling their IT systems, while Microsoft 365's AI features-such as real-time document summarization and predictive analytics-are already being adopted by over 2 million businesses globally. This ecosystem approach ensures that Microsoft's AI offerings are not standalone products but integral components of the digital infrastructure that enterprises rely on daily.

Moreover, Microsoft's partnership with OpenAI gives it exclusive access to cutting-edge models like GPT-5, which are being fine-tuned for enterprise use cases. A report by TechCrunch highlights that leaked documents reveal OpenAI's revenue-sharing model with Microsoft is structured to incentivize long-term collaboration, with payouts tied to the number of API calls made by businesses. This creates a flywheel effect: the more enterprises use Microsoft's AI tools, the more data is generated to refine models, which in turn drives further adoption.

Why These Stocks Work for a $200 Investment

While Meta and Microsoft are both large-cap stocks, their current valuations reflect strong fundamentals and recurring revenue streams from enterprise AI. For a $200 investment, an investor could allocate funds proportionally to both stocks, balancing exposure to infrastructure (Meta) and ecosystem integration (Microsoft). Given their market positions and enterprise adoption rates, these companies are less susceptible to short-term volatility compared to niche AI startups, making them ideal for long-term, scalable value creation.

Conclusion

The AI megatrend is no longer a speculative bet-it is a structural shift in how enterprises operate. Meta and Microsoft are not just participants in this shift; they are architects of the infrastructure and tools that will define the next decade of business innovation. By investing in these two stocks, even with a modest budget, investors can position themselves to benefit from the compounding growth of AI-driven enterprise adoption.