Nvidia's Next Big AI Trend: AI Agents, and 3 Stocks to Watch

Nvidia, the leading chipmaker in artificial intelligence (AI), has identified a potential game-changer in the AI landscape: AI agents. These autonomous, AI-driven entities are expected to revolutionize various industries, and Nvidia is at the forefront of developing this technology. As the AI market continues to grow, investors are eager to find stocks that could benefit from this trend. In this article, we explore Nvidia's AI agent strategy and highlight three stocks that could be big winners in this space.



Nvidia's AI Agent Strategy
Nvidia CEO Jensen Huang recently announced that AI agents are likely to be a multitrillion-dollar opportunity. The company is involved in AI agents through its Nvidia AI Enterprise platform, which includes Nvidia NeMo and NIM microservices. This platform serves as an operating system for agentic AI, enabling companies to build copilots and agents. Nvidia is working with several industry leaders, such as Cadence, Cloudera, Cohesity, NetApp, Salesforce, SAP, and ServiceNow, to accelerate the development of these applications (Source: Nvidia's CES 2025 keynote and earnings call).



Three Stocks to Watch
Investors looking to capitalize on the AI agent trend should consider the following stocks, which have strong ties to Nvidia and the AI agent market:

1. Nvidia Corporation (NVDA):
* Nvidia is at the forefront of AI, developing software, chips, and AI-related services.
* The company's GPUs are widely used in AI applications, including training large language models and powering AI data centers.
* Nvidia's AI platform, Nvidia AI Enterprise, is an operating platform for agentic AI, enabling large enterprises to create AI agents and rent them out via the cloud.
* Nvidia's CEO expects the AI agent market to be a multitrillion-dollar opportunity, driving growth for the company.
2. Micron Technology (MU):
* Micron is a leading provider of memory and storage solutions, which are crucial components in AI systems.
* The company's DRAM and NAND flash memory products are used in AI workloads, data centers, and edge computing devices.
* Micron's AI-focused products, such as the Micron 176-layer NAND and 1α DRAM, enable faster and more efficient AI processing.
* Micron's partnership with Nvidia allows it to offer more efficient and powerful AI platforms to its customers.
3. Taiwan Semiconductor Manufacturing Company (TSM):
* TSM is the world's largest dedicated independent semiconductor foundry, manufacturing chips for various companies, including Nvidia.
* TSM's advanced manufacturing capabilities enable it to produce high-performance AI chips, such as Nvidia's GPUs.
* As AI demand grows, TSM is expected to benefit from increased orders for AI chip manufacturing.
* TSM's partnership with Nvidia ensures that it has access to the latest manufacturing technologies, enabling it to produce high-performance AI chips.



Conclusion
Nvidia's AI agent strategy is poised to revolutionize various industries, and the company is well-positioned to capitalize on this trend. Investors looking to benefit from this growth should consider Nvidia and its partners, such as Micron Technology and Taiwan Semiconductor Manufacturing Company. While these stocks offer exciting growth potential, investors should remain cautious and monitor the market for any signs of slowdown or increased competition. As the AI agent market continues to evolve, these stocks could be big winners in the AI revolution.