These three AI stocks are full speed ahead.
A lot can happen in 11 years. Think back to 2013, the year the movie Frozen hit theaters, Barack Obama began his second term as president, and Twitter listed on the New York Stock Exchange.
So, looking ahead to 2035, which artificial intelligence (AI) stock will be the third largest in the world? Here's my prediction:
Image source: Getty Images.
1. Microsoft
Microsoft (MSFT, 0.09%) is often considered the world's second-largest company, but thanks to a number of AI initiatives, it's set to get even bigger over the next 11 years.
First, the company's cloud services division, Microsoft Azure, should benefit greatly from the AI revolution. Azure is already the second-largest cloud services business in the world and is well positioned to capture additional revenue as organizations increase their spending on cloud and AI. The division's machine learning tools and pre-built AI models should drive additional revenue for its Intelligent Cloud division, which already generates more than $100 billion in annual revenue.
Moreover, over the next decade, Microsoft should integrate more AI-powered capabilities into its flagship software suite. Copilot AI integration has already begun, and as AI tools continue to evolve, the company should be able to make even more revenue from its software suite and the AI add-ons built into it.
Taken together, Microsoft's diverse business units should benefit a lot from the AI revolution over the next 11 years, which will likely keep the company firmly in the list of the top three AI stocks by market cap.
2. Amazon
Like Microsoft, Amazon (AMZN -1.36%) runs one of the world's largest cloud services businesses, Amazon Web Services (AWS), and like its biggest rival, AWS already generates more than $100 billion in annual revenue.
However, with the AI revolution, this number is sure to rise over the next 11 years. AWS offers a wide range of AI-powered services that enable developers and organizations to build, train, and deploy AI models.
Beyond AWS, Amazon will also use AI to power its other core business: e-commerce. The company is already using AI to power its massive logistics network. AI helps the company predict buying patterns, proactively restock fulfillment centers, and determine the fastest, cheapest delivery routes. Additionally, Amazon already uses nearly one million robots in its facilities; this number is set to soar in the coming years, especially as robots become more efficient and labor costs continue to rise.
Amazon, which currently has a market cap of $1.9 trillion, still has work to do to catch up with Apple, which currently has a market cap of $3.4 trillion, but as I said above, 11 years is a long time and I believe Amazon can overtake the iPhone maker by 2035.
3. NVIDIA
Finally, we have Nvidia (NVDA 1.46%). It's no surprise to see the king of graphics processing units (GPUs) on the list.
First and foremost, NVIDIA's dominance of the GPU market is the primary reason the company maintains its status as one of the world's most valuable companies. Developers want the company's chips for their speed and ease of use, and that's unlikely to change anytime soon. Additionally, AI developers are comfortable working with the company's CUDA parallel computing platform. This creates a barrier to entry for NVIDIA's competitors, as developers may be unfamiliar with or uneasy about the company's products.
But in the long term, Nvidia could have an advantage for other reasons: A surge in demand for improved self-driving capabilities could benefit Nvidia, and innovative game developments could boost demand for the company's GPUs in the video game sector, which could lead to renewed interest in virtual reality simulations and the metaverse.
Overall, there's a reason NVIDIA remains a strong choice for the top AI company: Their hardware is the go-to choice for developers working on cutting-edge innovation. No one knows how the next 11 years will play out, but it's clear that NVIDIA is better positioned than any company today.
John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a Motley Fool director. Jake Lerch invests in Amazon and Nvidia. The Motley Fool has invested in and recommends Amazon, Microsoft, and Nvidia. The Motley Fool recommends long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
