10 Must-Buy AI Stocks Set to Dominate 2025

AI meets ROI—these picks aren't just riding the hype wave, they're building the damn ocean.

Wall Street's Playing Catch-Up

While traditional finance still debates AI's real value, these companies are already printing money with machine learning. They're not waiting for permission—they're rewriting the rules of profitability.

The Unstoppables

From chipmakers fueling the AI revolution to software firms deploying neural networks at scale, these ten stocks represent pure execution. No vaporware, no promises—just revenue graphs that look like hockey sticks.

Legacy institutions might call it a bubble, but smart money knows better. They're not investing in AI—they're investing in the new infrastructure of everything.

Funny how the same banks dismissing crypto FOMO are now scrambling to load up on AI exposure. Some things never change—except portfolio balances.

Image source: Getty Images.

1. The last-mile AI revolution

(SERV 2.71%) develops AI-powered sidewalk delivery robots designed for the last mile. The company is rolling out fleets through partnerships with businesses such asEats and is targeting thousands of units on city streets by the end of 2025. Still early stage and unprofitable, Serve offers investors highly speculative exposure to autonomous robotics as labor costs rise and demand for automated delivery grows.

2. Powering the AI energy crisis

(OKLO 4.89%) is developing compact, fast nuclear microreactors--known as Aurora--to deliver clean, round-the-clock power to AI data centers and remote or high-demand facilities. In March, Oklo boosted the Aurora capacity to 75 MW to better align with large-scale AI energy needs. In July, it partnered with Vertiv to co-design integrated power and cooling solutions for future deployments. Commercial operation is targeted for late 2027 to early 2028, though widespread scale-up remains a few years away.

3. The photonic computing wildcard

(POET -0.28%) develops photonic chips that could dramatically reduce AI processing power requirements. This is an early-stage investment with high technological risk. Optical computing promises to solve AI bottlenecks, but commercialization remains unproven.

4. The custom chip kingmaker

(AVGO -2.64%) is emerging as the custom chip kingmaker, supplying application-specific integrated circuits (ASICs) designed to handle AI workloads more efficiently than general purpose graphics processing units (GPUs). In its fiscal third-quarter 2025 results, Broadcom reported AI revenue up 63% year over year to $5.2 billion, alongside a $10 billion custom chip order widely believed to come from OpenAI. As hyperscalers seek alternatives to Nvidia, Broadcom's tailored silicon is becoming a preferred option for scaling AI infrastructure.

5. The efficiency enabler

(NVTS 2.67%) makes gallium nitride chips delivering three-times better power efficiency for data centers -- critical as AI facilities approach city-sized energy consumption. With each new cluster consuming megawatts, Navitas's power management solutions are essential for sustainable AI scaling.

6. The GPU cloud disruptor

(CRWV 7.23%) is a specialized cloud provider built for GPU-intensive AI workloads. In March 2025, it struck a five-year agreement worth up to $11.9 billion to supply infrastructure to OpenAI, followed by a $4 billion expansion announced in May. Alongside its acquisition of Weights & Biases, these moves cement CoreWeave's role as a lower-cost alternative to the hyperscalers for companies scaling AI.

7. The data backbone

(SNOW -0.47%) is positioning itself as the AI Data Cloud, helping enterprises unlock siloed data for training and inference. Its Arctic LLM and Cortex AI tools strengthen its role in enterprise AI, but the challenge will be proving it can turn rapid product rollouts into durable revenue growth.

8. The enterprise AI accelerator

(PLTR 4.00%) is gaining traction with its Artificial Intelligence Platform (AIP), which helps enterprises deploy AI through hands-on boot camps that drive rapid adoption. U.S. commercial revenue grew by a staggering 93% year over year in the most recent quarter, showing momentum beyond government contracts, though the stock trades at a premium valuation that already reflects high expectations.

9. The chip manufacturing monopoly

(TSM 1.50%) is the world's dominant chip foundry, producing nearly every cutting-edge AI processor from Nvidia,, and. Its 3-nanometer (NM) process gives it about a two-year lead over rivals, ensuring pricing power as AI demand soars, though geopolitical risk around Taiwan remains an overhang.

10. The ultimate bottleneck

(ASML 1.13%) owns the only extreme ultraviolet (EUV) lithography machines capable of manufacturing cutting-edge AI chips. With each machine costing $380 million and multiyear wait times, ASML controls the AI industry's most critical chokepoint.

Size your positions accordingly

This list spans from speculative microcaps to blue chip giants. Investors should size positions according to risk tolerance and growth goals. Established players like TSM and ASML provide stability, while names such as Serve and Poet offer lottery-ticket upside.