Artificial Intelligence (AI) stocks have driven the stock market higher, supercharged the bull market, leading the S&P 500 to double-digit profit for the second consecutive year. And there’s a very good chance that this momentum will continue. This is because AI’s growth stories are in the early days. The infrastructure build-out is not over, and in addition to this, the phase of applying AI to real-world problems is just beginning. Analysts predict that today’s $200 billion AI market will exceed $1 trillion by the end of the decade.
All this means it’s not too late to get into AI stocks. And these players can quickly boost your portfolio this year. But how do you choose these potential winners? A company that plays a key role in AI build-outs and has the ability to benefit from AI use through perfect candidates when AI use takes off through AI agents. My prediction is these two AI stocks, and the best in the entire AI Growth Story will be the biggest winner of 2025. Let’s check them out.
Image source: Getty Images.
1. nvidia
I know what you’re thinking: nvidia (NVDA) -3.09%)) With this AI boom already skyrocketing, will this player really win yet another victory? It is true that the stock has risen by more than 800% over the past two years, but even taking that into account, today’s company only trades 30 times its upward earnings estimate. This leaves plenty of room for growth, especially considering the company’s position in the market.
Nvidia is the world’s number one AI chip designer, and the biggest technology companies gather at this player for the latest innovations. In fact, Nvidia has said in recent months that demand for the new Blackwell Architecture, released in the fourth quarter (Q4), which ends in January, has outperformed supply. The company uses words like “indiscriminate” and “amazing” to describe the level of demand. All of this is going well due to Nvidia’s revenue growth rate over the coming months, allowing us to get our stocks higher this year. This adds to a photo of already strong revenue, with revenue and profits skyrocketing in recent quarter.
Importantly, Nvidia is committed to continuing innovation and is committed to renewing its tip every year. This should make it extremely difficult for rivals to unlock this leader. As a result, Nvidia has what it takes to continue to increase its revenue over time. And the company is not just dependent on tips. As it has developed an entire portfolio of products and services, Nvidia must benefit from every stage of AI growth – from building infrastructure to using AI in our daily lives. All of this has become optimistic about Nvidia’s share performance potential from this year onwards.
2. Amazon
You can associate Amazon (amzn -1.79%)) Although there are more shopping lists than AI innovations, this company is actually one of today’s biggest AI winners. Amazon benefits from AI through both its e-commerce business and its cloud computing unit Amazon Web Services (AWS).
In ecommerce, Amazon uses AI to streamline operations and is suitable for its customers. For example, this technology is used to predict consumer demand for a particular product and design the best delivery routes. This reduces costs as Amazon gains efficiency.
But it’s in the cloud business that Amazon actually hits it from the park. AWS ranges from NVIDIA premium chips and uniquely in-house designed chips for cost-oriented customers to fully managed services that allow customers to access popular leading language models (LLMS). We provide AI products and services. your own needs. Through AWS, customers can also build their own AI agents, or software that can infer and apply solutions to real-world problems. This could help Amazon be better during the next wave of AI growth, as companies actually ran AI.
AWS AI tools and services have already seen significant growth in the company, with units reaching an annual return rate of $115 billion last year. Also, this is very positive as AWS is the biggest contributor of Amazon’s overall profits.
Now let’s consider Amazon’s ratings. Stocks are currently trading earning estimates about 34 times earlier, starting from more than 45 times more than just a few months ago. This level is cheap and dirty in light of Amazon’s already proven strength in AI and the long-term growth potential as AI continues to develop. And that’s why I predict that Amazon is one of the biggest AI winners of 2025.
John Mackey, former CEO of Amazon subsidiary Whole Foods Market, is a member of Motley Fool’s board of directors. Adria Cimino has a position on Amazon. Motley Fool has been working and recommending Amazon and Nvidia. Motley Fools have a disclosure policy.
