Three AI Stocks Poised to Surge in H2 2025: MiniMax, Helsing, and Poolside AI Lead the Charge

The AI sector is entering a critical growth phase in 2025, with select companies poised to capitalize on product launches, strategic partnerships, and capital injections to fuel earnings gains. Among the pack, MiniMax, Helsing, and Poolside AI stand out as top candidates to outperform in the second half of the year. Their catalysts—ranging from multilingual AI tools to defense tech and enterprise cloud integrations—are creating tangible opportunities for investors.

1. MiniMax: Dominating Global Multilingual AI Markets

MiniMax’s April 2025 launch of the Audio & Speech-02 models marks a significant milestone. These models support 30+ languages and enable real-time speech and image processing at scale, with the company already handling 3 billion daily interactions—a figure that includes 70,000 hours of speech and 20 million images daily. This infrastructure positions MiniMax to dominate enterprise and consumer markets in regions where multilingual AI tools are still underpenetrated.

The company’s growth is further fueled by its ability to monetize these interactions. With use cases spanning e-commerce, healthcare, and education, MiniMax’s platform is becoming a backbone for global businesses seeking to automate customer service and content creation.

2. Helsing: Weaponizing AI for Defense and Sovereign Tech

Helsing is leveraging geopolitical tensions to build a $3 billion valuation by targeting defense and industrial sectors. Its Resilience Factory (RF-1) in Germany—a high-throughput production facility—aims to secure European supply chains and military capabilities. The company’s HX-2 strike drones, now deployed in partnership with Ukraine, underscore its role in modern warfare.

Helsing’s focus on sovereign manufacturing aligns with EU policies prioritizing tech independence, while its AI-driven drone systems offer a scalable solution for allied nations. With contracts in place for 2025 and beyond, Helsing’s revenue trajectory could see exponential growth as it expands beyond drones into cybersecurity and industrial robotics.

3. Poolside AI: Riding AWS's Cloud to Enterprise Dominance

Poolside AI’s partnership with Amazon Web Services (AWS) in 2025 is a game-changer. By integrating its models into Amazon Bedrock and EC2, Poolside is tapping into AWS’s global enterprise customer base, which includes Fortune 500 companies. The collaboration allows businesses to access specialized AI tools for software development, data analysis, and automation—without the complexity of building custom models.

With over $600 million in funding, including support from Nvidia and Bain Capital, Poolside is well-capitalized to scale its AI-as-a-service model. Its agentic workflows, which automate tasks like code generation and project management, are already being adopted by tech firms and financial institutions.

Conclusion: Why These Three Are Set to Surge

The three companies—MiniMax, Helsing, and Poolside AI—represent distinct yet complementary AI growth vectors.

• MiniMax benefits from massive scale and multilingual demand, with its 3 billion daily interactions serving as a moat against competitors. Its 2025 product launch has already set the stage for enterprise adoption in high-growth regions like Southeast Asia and Africa.
• Helsing is capitalizing on geopolitical tailwinds, with defense spending expected to grow at 5–7% annually through 2030 (per the Stockholm International Peace Research Institute). Its Resilience Factory and drone partnerships are direct plays on this trend.
• Poolside AI is leveraging AWS’s reach to democratize specialized AI tools, a strategy that could mirror the success of cloud leaders like Snowflake or Twilio. Its $600 million in funding reflects investor confidence in its long-term potential.

These companies are not just betting on AI’s future—they’re building it. With product launches, strategic partnerships, and robust capital backing, they’re well-positioned to deliver outsized returns in H2 2025. For investors, now is the time to take notice.