AI's Next Gold Rush: Undervalued Firms Transforming Marketing with ChatGPT-Like Tools

The marketing landscape is undergoing a seismic shift, driven by AI tools like ChatGPT that enable companies to create personalized content, optimize campaigns, and engage customers at scale. Yet, while the potential is clear, many investors overlook the undervalued small- and mid-cap firms already leveraging these technologies to disrupt traditional marketing models. These companies are harnessing prompt engineering and data utilization to slash costs, boost efficiency, and carve out sustainable competitive advantages—making them prime investment targets.

CoreWeave (NASDAQ: CRWV): The Unsung Backbone of the AI Boom

CoreWeave, a cloud infrastructure provider specializing in generative-AI workloads, is a diamond in the rough. With revenue soaring from near-zero in 2022 to $1.9 billion in 2024, its growth rivals that of hyperscalers like AWS. Yet, its stock remains undervalued due to risks like 62% revenue dependency on Microsoft and a volatile IPO.

The company’s 250,000 NVIDIA GPUs and partnerships with OpenAI and Meta position it as a critical supplier of compute power for AI chatbots and content engines. While its reliance on Microsoft is a double-edged sword, CoreWeave’s strategic role in enabling prompt engineering at scale—the process of crafting AI inputs to generate high-quality outputs—gives it irreplaceable value. Investors who look past short-term volatility may find a long-term winner here.

AirShip AI ($AISP): Democratizing Multilingual Marketing

With a market cap of just $100 million, AirShip AI is flying under the radar. This small-cap firm specializes in multi-language NLP and conversation optimization analytics, tools that let businesses deploy chatbots for global campaigns. Its low-code development tools enable even small firms to create AI-driven marketing strategies without deep technical expertise.

AirShip’s focus on cross-cultural communication is a game-changer. As brands expand globally, the ability to tailor chatbot interactions in real-time—whether for customer service or upselling—becomes a critical edge. With projected 21% revenue growth in 2025, AirShip is primed to capitalize on the $463 billion annual productivity boost AI is expected to deliver to marketing by 2025.

Five9 Inc. (FIVN): The Quiet Giant of AI Chatbots

Five9, a mid-cap player in cloud-based customer engagement, is another hidden gem. Its AI chatbots automate customer inquiries, reducing reliance on human agents while improving response times. In Q1 2025, it reported a 13% revenue jump and record operating cash flow of $48.4 million, yet trades at just 1.68x forward revenue—a steal compared to SaaS peers.

The company’s Genius AI suite uses prompt engineering to refine customer interactions, driving retention and cross-selling. With $370 million in cash and a target to hit 70% gross margins by scaling AI services, Five9’s valuation offers a rare combination of growth and affordability in an overpriced tech market.

SoundHound AI ($SOUN): Voice-Driven Marketing Innovation

While larger than the others, SoundHound AI’s $4.7 billion market cap is still modest relative to its potential. Its Speech-to-Meaning® technology powers voice-activated marketing tools for brands like Mercedes-Benz and White Castle, enabling personalized interactions at the point of sale.

Voice commerce is exploding, with 69% of e-commerce businesses already using AI to improve efficiency. SoundHound’s ability to create custom wake words and branded voice experiences positions it to capture this trend, even as it navigates high valuations (46.8x sales).

Why Now? The AI Marketing Tipping Point

The $407 billion global AI market is set to expand rapidly, with generative AI alone projected to boost marketing productivity by 5–15% by 2025. Companies like CoreWeave, AirShip, Five9, and SoundHound are already monetizing this shift, yet their valuations lag behind their growth trajectories.

Critics cite risks: dependency on partners, high debt (CoreWeave’s $8 billion debt pile), and regulatory uncertainty. Yet, these firms are solving real-world problems—reducing marketing costs, accelerating campaign iterations, and engaging customers at unprecedented scale. For investors willing to look beyond hype, these are the firms that will define the next era of marketing efficiency.

Act Now—Before the Crowd Catches On

The market has yet to fully recognize the compound impact of prompt engineering and data-driven AI tools on marketing ROI. These companies are not just undervalued—they’re undervalued and underappreciated.

• CoreWeave (CRWV): Buy the infrastructure powering the AI boom.
• AirShip AI (AISP): Bet on the democratization of global marketing.
• Five9 (FIVN): Capture the cash flows of a scaling SaaS giant at a bargain price.
• SoundHound (SOUN): Ride the voice-commerce wave early.

The window to invest in these pioneers before the mainstream catches on is narrowing. The AI revolution isn’t coming—it’s here. These companies are its vanguard.

Don’t miss the boat. The next wave of marketing giants is already here—act now.