Artificial intelligence (AI) technology is beginning to expand beyond chatbots. What’s coming next is agentic AI – software that can independently perform complex tasks on your behalf with only minimal instructions. In the coding world, AI agents are already widely used, and the same kind of automation is likely coming to other parts of the economy.
These five companies are well-positioned to capitalize on this trend, and investors should consider loading up on their shares before agentic AI hits the mainstream.
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Coding is only a small subset of the software economy. However, the world does not have enough AI-enabled processing power online to meet current demand. If AI agents are going to make their way into all parts of the economy, we need more. This means continued growth for AI computing hardware companies. There are two of my favorite investments in this space Nvidia (NASDAQ: NVDA ) and Broadcom (NASDAQ: AVGO ).
Nvidia is perhaps the most obvious choice, as its graphics processing units (GPUs) have been the primary computing units deployed for AI workloads for years. GPUs are incredibly flexible and can handle a wide variety of parallel-processing tasks, making them an excellent contender for continuous deployment as an extension of agentic AI.
Broadcom is taking a different approach in the AI chip space – it partners with its hyperscalar clients to develop custom chips that are built to handle the exact computing workloads they’re used for. Broadcom’s application-specific integrated circuits (ASICs) may not be flexible, but they excel at the tasks they’re designed for, and perform them at low costs.
Both Nvidia and Broadcom are expected to post big revenue growth over the next few years. I believe they will be one of the best performing investments over the next five years.
Many companies don’t have the capital or expertise to build high-end data centers to meet their internal AI usage needs. So, they rent that computing capacity from the cloud. The big three are cloud computing providers Amazon (NASDAQ: AMZN ) Web Services (AWS), Microsoft (NASDAQ: MSFT ) Azure, and Alphabetwho (NASDAQ: GOOG) (NASDAQ: GOOGL ) Google Cloud. All three are seeing great success now, and are likely to come their way as agentic AI becomes more mainstream.
Each of these business units posted strong growth in their most recent quarters. AWS grew revenue 24% year over year, its best quarter in three years. Azure rose 39%. And Google Cloud took the cake with an impressive 48% revenue increase.
These divisions are highly profitable, and all three companies have informed investors that they have large backlogs of AI computing capabilities, justifying the hundreds of billions of dollars they are spending on building AI infrastructure. The old adage is that you have to spend money to make money, and these companies are doing just that.
As another bonus for investors considering them today, all five of these stocks are currently down at least 10% from their all-time highs. Given how much attention the AI sector has received on Wall Street over the past few years, this may come as a surprise to many investors, but these deals won’t last forever. Any significant good news on macroeconomic or geopolitical fronts could send these stocks towards new all-time highs. Similar increases could result if they deliver blowout results in the upcoming earnings season. Since these five stocks are leaders in the agentic AI space, they are great buys right now.
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Keithen Drury has positions at Alphabet, Amazon, Broadcom, Microsoft, and Nvidia. The Motley Fool has positions on and recommends Alphabet, Amazon, Microsoft, and Nvidia. The Motley Fool recommends Broadcom. Motley Fool has a disclosure policy.
Agentic AI is the next big thing in AI. Here are 5 of the best stocks to capitalize on. Originally published by Motley Fool
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