The accelerating adoption of artificial intelligence across industries has ignited rapid growth for companies leveraging these technologies, driving up the valuations of various tech stocks. While Nvidia has been the clear market leader, thanks to its dominant position in providing graphics processing units (GPUs) for Artificial Intelligence workloads, other companies are also poised to gain from the sector’s ongoing expansion. Among these, Advanced Micro Devices (AMD), Super Micro Computer (Supermicro), and The Trade Desk stand out as strong long-term investment opportunities primed for the next bull run.
AMD, known as the world´s second-largest producer of x86 CPUs and discrete GPUs, has been making significant strides in the data center space with its Instinct line of GPUs and Epyc server CPUs. Released in late 2024, AMD’s latest MI325X Instinct GPUs reportedly outpace Nvidia’s H200 in memory and compute benchmarks, while offering more competitive pricing. As a result, AMD´s data center sales surged 57% year over year, now representing nearly half its total revenue. Analysts are forecasting further gains for 2025, projecting revenue and adjusted earnings per share to rise 21% and 33%, respectively, even as the company navigates trade headwinds and industry competition.
Supermicro has carved out a defensible position by focusing exclusively on liquid-cooled servers purpose-built for Artificial Intelligence applications. The company leverages close partnerships with Nvidia and AMD to access top-tier GPUs for its hardware solutions. According to industry analysis, Supermicro’s market share in AI servers expanded from 10% in 2023 to 23% in 2024. While near-term earnings growth in fiscal 2025 will be tempered by delayed purchases and margin pressures, analysts expect substantial improvements in 2026. Supermicro’s solid growth outlook, combined with a relatively low valuation, makes it an attractive play as the regulatory and operational hurdles subside.
The Trade Desk operates the world’s largest independent demand-side platform for digital advertising, facilitating campaigns across desktop, mobile, and connected TV. Its platform, Solimar, employs artificial intelligence algorithms to enhance targeting, optimize performance, and adapt to shifting data regulations, like the move from cookies to Unified ID 2.0. As more advertisers seek alternatives to giants like Google and Meta, The Trade Desk is seeing steady growth, particularly in ad-supported streaming video. Although trading at a premium, its strong innovation pipeline and leading market position bode well for continued expansion in automated, artificial intelligence-powered advertising.
Together, AMD, Supermicro, and The Trade Desk represent compelling growth opportunities as Artificial Intelligence continues to alter the technological and business landscape. Each company’s unique strengths position them well to benefit from both short- and long-term trends in this evolving market.
