4 AI Stocks for Long-Term Investment

Published Date : 30/07/2025 

While Nvidia is a dominant player in AI, these four companies offer long-term growth potential and are worth holding for years to come. 

These AI companies offer long-term growth potential and are worth holding for years to come.

While Nvidia is undoubtedly the dominant player in artificial intelligence (AI) and a smart investment, let's consider a few other companies that stand to gain enormously from the advent of AI. While these companies occupy different places in the AI ecosystem, they are all incredible businesses that are investments that will pay off over the long term.

1. META: Unrivaled Engagement

Meta Platforms (META) dominance in social media is unmatched. The company oversees several of the most-used apps in the world and commands the attention of over 3.4 billion daily active users worldwide. This already makes the company incredibly successful, pulling in nearly $165 billion last year in sales from which it made a profit of more than $62 billion.

Not resting on its laurels, the company has been investing heavily in the future, especially in AI. This is where Meta's user base will give the company an edge. It has ready access to incredible amounts of data as well as a direct pipeline to consumers ready to deploy its AI products and test them in the real world. And Meta can afford to keep investing even if it takes time to see a true return on its investment. Even after spending just shy of $40 billion in capital expenditures (capex), the company still had free cash flow (FCF) last year of over $36 billion.

2. AMZN: Cloud Dominance

Amazon's (AMZN) bread and butter, e-commerce, remains an absolute juggernaut incredibly difficult to displace. Amazon has built incredible brand loyalty, and the cost to try to replicate the back end makes it essentially a non-starter for a new entrant.

The company's Amazon Web Service (AWS) is the most dominant cloud provider in the world, and with the influx of cash from companies racing to build more and more powerful AI models, it's growing rapidly. AWS revenue jumped 17% year over year in the first quarter of 2025. Speaking of the scale of the opportunity, CEO Andy Jassy recently drove home just how big he thought it could be, saying: 

Frequently Asked Questions (FAQS): 

Q: What makes Meta Platforms a strong AI investment?

A: Meta Platforms has an unmatched user base and significant revenue, allowing it to invest heavily in AI without immediate pressure for returns. Its access to vast amounts of data and consumer base gives it a unique edge in developing and testing AI products.

Q: Why is Amazon's AWS a dominant player in the AI ecosystem?

A: Amazon Web Services (AWS) is the leading cloud provider, and its rapid growth in AI-related services is driven by the increasing demand from companies building powerful AI models. AWS's extensive infrastructure and scale make it a critical component in the AI ecosystem.

Q: What is the potential of the autonomous trucking market?

A: The autonomous trucking market has significant potential due to high labor costs in the trucking industry. Aurora Innovations, a leader in this space, is well-capitalized and has major partnerships, positioning it to capitalize on a market estimated to be worth over $600 billion by 2035.

Q: How is Uber positioning itself in the robotaxi market?

A: Uber is focusing on connecting robotaxis to its vast consumer base through partnerships with companies developing autonomous driving technology. This strategy is less capital-intensive and positions Uber to benefit from the success of any of its partners in the robotaxi race.

Q: What are the risks associated with investing in Aurora Innovations?

A: Aurora Innovations is a pre-revenue company and more volatile than established players. However, its strong capitalization, proven technology, and major partnerships justify the risk given the significant potential of the autonomous trucking market. 

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