Stargate AI Project: What AI Stocks Could Benefit in 2025 and Beyond?
Clyde MorganFriday, Jan 24, 2025 5:08 pm ET

The artificial intelligence (AI) revolution has been nothing short of extraordinary since ChatGPT burst onto the scene in late 2022. Early movers like Nvidia, Microsoft, and Broadcom have already delivered staggering returns for investors who recognized the potential of AI infrastructure. However, the AI boom may still have a long way to go, with generative AI cloud infrastructure expected to grow to a $470 billion market by 2032 and software spending for specialized AI assistants and workflow improvements forecasted to reach a combined $318 billion. As AI spending continues to climb, several AI stocks could benefit in 2025 and beyond. Let's explore three companies that could become the next AI giants.

1. Voice AI: The sound of money
SoundHound AI (SOUN) has established itself as a formidable player in the expansive voice AI market. The company's technology powers voice experiences across 25 languages for major brands and has a growing presence in the automotive industry. With over 270 patents and a cumulative subscriptions and bookings backlog exceeding $1 billion, SoundHound is the largest independent voice AI platform. The growth trajectory is compelling, with SoundHound doubling its year-over-year revenue to $25.1 million in Q3 2024 and management projecting revenue growth exceeding 90% at the midpoint of guidance this year. Operating in a $140+ billion total addressable market, SoundHound's position as the leading independent provider of voice AI should provide a surfeit of catalysts for its shares in the years ahead.
2. Autonomous delivery: A robot revolution
Serve Robotics (SERV) aims to solve the profitability crisis in food delivery. While DoorDash has seen revenue surge 200% since 2020, its costs have ballooned even faster, at 235%. Serve Robotics, which was spun off from Uber in 2021, has completed tens of thousands of deliveries in Los Angeles. The company reports a 99.94% reliability rate for these deliveries, which they claim is 10x better than human drivers. Furthermore, the company just supercharged its growth plans with $86 million in new financing, bringing the total capital raised in 2024 to $167 million. The company appears ready to scale, with manufacturing partner Magna International producing Serve's third-generation robots and a 2,000-robot contract with Uber Eats, set for deployment by the end of 2025. Now funded through 2026 and targeting delivery costs of $1 per trip, Serve looks positioned to capture a significant share in the autonomous delivery market, projected to reach $450 billion by 2030.
3. High-performance computing power play
Applied Digital (APLD) is capitalizing on the surging power demands of AI. While traditional data centers consumed 20 to 100 megawatts in 2020, today's AI workloads require 200+ megawatts – with a single Nvidia B200 chip now consuming as much electricity per day as an average American household. The company's strategic pivot is well timed. After securing up to 600 megawatts of power capacity in North Dakota, where electricity costs run 24% below the national average, Applied Digital raised $450 million through convertible notes and $160 million from investors including Nvidia and Related Companies. With data center power consumption projected to surge 125% by 2030, Applied Digital's first-mover advantage in securing abundant, low-cost energy positions it to capitalize on the AI computing boom.
In conclusion, while tech giants like Nvidia and Microsoft have dominated the AI narrative so far, the next chapter will likely be written by specialized players solving specific, high-value problems. SoundHound, Serve Robotics, and Applied Digital represent three distinct approaches to monetizing AI – through voice interfaces, autonomous delivery, and computing infrastructure. With proven technology, strong partnerships, and massive addressable markets, these emerging leaders present compelling opportunities for investors looking beyond the established AI giants. As AI spending continues to climb, these stocks could benefit in 2025 and beyond, making them worthy of consideration for any investor's portfolio.
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