5 AI Stocks to Buy and Hold for the Next Decade: Nvidia, TSMC, Alphabet, and More

Five AI stocks to buy and hold for the next decade are Nvidia, Taiwan Semiconductor Manufacturing, Alphabet, Microsoft, and Alphabet's subsidiary DeepMind. Nvidia is the leader in AI hardware with a 92% market share for GPUs, while Taiwan Semiconductor Manufacturing is the unsung hero of the AI boom, building the most advanced chips for major players. Alphabet is turning AI into a tailwind for its core business, with Google Search traffic growing due to AI Overviews and cloud computing revenue jumping 32% last quarter.

In the rapidly evolving tech landscape, artificial intelligence (AI) is emerging as a key driver of growth and innovation. As investors seek long-term opportunities, five AI stocks stand out as promising candidates to buy and hold for the next decade. These companies are at the forefront of AI hardware, semiconductor manufacturing, and AI-driven core business models.

Nvidia (NASDAQ: NVDA)

Nvidia is the undisputed leader in AI hardware, with a 92% market share for GPUs [1]. Its meteoric rise in AI computing has put it within striking distance of Microsoft's market cap. With a market cap already above $3.3 trillion, Nvidia benefits from explosive demand for AI agents that require massive computing power. Analysts believe Nvidia could be the first company to hit a $5 trillion valuation within the next decade, making it a prime alternative for investors seeking the next market cap champion.

Taiwan Semiconductor Manufacturing (TSMC) (TWN: 2330)

Taiwan Semiconductor Manufacturing is the unsung hero of the AI boom, building the most advanced chips for major players. TSMC's leadership in semiconductor manufacturing is crucial for the AI revolution. It supplies the most advanced chips to Nvidia and other AI leaders, ensuring the availability of cutting-edge technology for AI applications. TSMC's strategic position makes it an essential player in the AI ecosystem.

Alphabet (NASDAQ: GOOGL)

Alphabet, the parent company of Google, is turning AI into a tailwind for its core business. Google Search traffic has grown due to AI Overviews, and cloud computing revenue jumped 32% last quarter. Alphabet's investment in AI is not only driving its core businesses but also creating new revenue streams. With a strong focus on AI research and development, Alphabet is well-positioned to benefit from the long-term growth of AI technologies.

Microsoft (NASDAQ: MSFT)

Microsoft remains an elite tech giant, holding the top market cap spot in 2025 thanks to Azure's rapid growth, Office 365 dominance, and AI integrations powered by OpenAI. However, its reliance on external AI partnerships and slower consumer hardware innovation could be vulnerabilities. While financially strong, with massive free cash flow and global enterprise reach, Microsoft’s growth rate must accelerate to fend off fast-moving rivals like Nvidia and Amazon in the next decade.

Alphabet's Subsidiary DeepMind

DeepMind, a subsidiary of Alphabet, is a leading AI research company. Its work in AI has significant implications for various industries, from healthcare to finance. DeepMind's AI models have achieved state-of-the-art performance in multiple domains, including computer vision and natural language processing. By investing in DeepMind, Alphabet is positioning itself to capture the long-term benefits of AI research and development.

Investors looking for the next "Microsoft" should study long-term secular trends like AI adoption, cloud migration, and new hardware form factors. Focus on companies with strong pricing power, recurring revenue, and the ability to launch category-defining products. Market cap leaders often combine scale with innovation, meaning the best bets are typically those with both an established moat and the ability to disrupt themselves before competitors do it for them.

References:

[1] https://www.analyticsinsight.net/photo/top-microsoft-stock-alternatives-of-all-time
[2] https://finance.yahoo.com/news/billionaire-philippe-laffont-sold-shares-070600217.html