Artificial intelligence is one of the biggest variables driving current business transformation, and therefore the most important investment theme that cannot be ignored. Since Q3 of this year, driven by the good performance and product innovation of artificial intelligence (AI) companies in the US stock market, AI related companies in A-shares have also been constantly hyped up. Although there have been disagreements in the process, they have risen one wave after another. In 2025, we cannot ignore artificial intelligence when focusing on A-share investments. A particularly simple logic is that even if A-share companies are temporarily difficult to reflect in terms of performance, as long as there are constantly new numbers and stories on the other side, they will be reflected in the A-share market. So when we focus on AI opportunities in A-shares, our eyes should also be on the US stock market.
We have compiled a list of the best performing artificial intelligence (AI) companies in the US stock market since 2025. For now, we only focus on the creators of software and hardware that support AI applications. The list of companies that utilize and apply AI technology is much broader. In the next article, we will take a look at the companies that have made significant progress in their business using AI technology and have performed the best in the capital market.
Each of these companies deserves long-term attention and careful research. Next, we will gradually interpret each of them and correspondingly look at which companies are closest to the A-share market.
1. SoundHound Inc. is an innovator in intelligent dialogue, providing an independent voice AI platform that enables cross industry businesses to offer dialogue experiences. SoundHound Inc., formerly known as Archimedes Tech SPAC Partners Co., is headquartered in New York.
2. Palantir Technologies Inc. primarily builds and deploys software platforms for the US intelligence community, and later began collaborating with commercial enterprises. Palantir Technologies Inc. is headquartered in Denver, Colorado.
3. NVIDIA is a global leader in visual computing technology and the inventor of graphics processing units (GPUs). Over the years, the company's focus has shifted from PC graphics to artificial intelligence (AI) based solutions, now supporting high-performance computing (HPC), gaming, and virtual reality (VR) platforms. The success of NVIDIA GPU can be attributed to its parallel processing capability supported by thousands of computing cores, which is essential for running deep learning algorithms. The company's GPU platform plays an important role in developing multi billion dollar terminal markets such as robots and autonomous vehicle. NVIDIA is a leading brand in the data center, professional visualization, and gaming markets, with Intel and Advanced Micro Devices both occupying dominant positions and playing catch-up roles in these markets. The company's partnerships with almost all major cloud service providers (CSPs) and server vendors are a key catalyst.
4. Upstart Holdings Inc. is an artificial intelligence lending platform that collaborates with banks to expand access to affordable credit. Upstart Holdings Inc. is headquartered in San Mateo, USA.
5. Arista Networks, Inc. is committed to providing cloud networking solutions for data centers and cloud computing environments. The company provides 10/25/40/50/100 Gigabit Ethernet switches and routers optimized for next-generation data center networks. Arista uses multiple chip architectures in its products. The core of the company's cloud network solution is a Linux based extensible operating system (EOS), which has a fully programmable and highly modular architecture. EOS supports leading cloud and virtualization solutions, including Microsoft System Center, OpenStack, and other cloud management frameworks. The company collaborated with VMware to develop the Virtual Scalable LAN (VXLAN) protocol specification and was the first company to demonstrate VXLAN integration. In addition, it has now expanded VXLAN routing and integration.
6. Meta Platforms is the world's largest social media platform. Due to the acquisition, the company's product portfolio has expanded from a single Facebook application to multiple applications, such as photo and video sharing apps Instagram and WhatsApp messaging apps. These applications, along with the internally developed Messenger, form Meta's product line, which is used by billions of people every month. Meta uses metrics such as daily active users (DAU) and monthly active users (MAU) to measure Facebook's user base. The advertisements purchased by marketers can appear on multiple platforms, including Meta, Instagram, Messenger, as well as third-party applications and websites.
7. Iron Mountain Inc. is a global leader in storage and information management solutions. It stores records and data backup media, and provides information management services to help global organizations protect their information, reduce storage leasing costs, and comply with regulations
8. BigBear.ai is a provider of artificial intelligence, machine learning, cloud based big data analytics, and network engineering solutions. BigBear.ai was formerly known as GigCapital 4 Inc., headquartered in Columbia, Maryland.
9. Tesla is the market leader in battery powered electric vehicle sales in the United States, holding approximately 70% of the market share. The company's flagship model, Model 3, is the best-selling electric vehicle model in the United States. For many years, Tesla has successfully earned a reputation as the gold standard, and now its size is much larger than it has been since its IPO in 2010, with its market value exceeding $1 trillion for the first time in October 2021. The market value of this electric car king exceeds the total value of traditional car manufacturers such as Toyota, Volkswagen, Daimler, General Motors, and Ford. Over the years, Tesla has shifted from developing niche products for affluent buyers to producing more affordable electric vehicles for the general public. The company's three pronged business model of direct sales, maintenance, and charging of electric vehicles sets it apart from other car manufacturers. Tesla, hailed as a revolutionary automaker in clean energy, is not just a car manufacturer.
10. Twilio Inc. provides a cloud communication platform as a service. The company enables developers to build, extend, and operate real-time communication in software applications. The company's platform consists of three layers: participation cloud, programmable communication cloud, and super network. Twilio's programmable communication cloud software allows developers to embed voice, messaging, video, and authentication features. The company operates cloud based application programming interfaces (APIs) that allow software developers to make and receive phone calls, text messages, and video chats programmatically. The advantage of doing so is that small application developers can now add rich communication features to their applications at a very low cost. By using Twilio's software, companies can develop such embedded communication applications and websites to help them better connect with end customers
11. Amazon is one of the largest e-commerce providers, with operations spanning the globe. Its online retail business revolves around the Prime program and is strongly supported by the company's extensive distribution network. In addition, the acquisition of Whole Foods has helped Amazon establish a footprint in the physical grocery market. Amazon also enjoys a dominant position in the cloud computing market, especially in the infrastructure as a service field, thanks to Amazon Web Services, which is one of Amazon's high profit businesses. Amazon has also become a household name due to its Alexa supported Echo devices. Alexa, supported by artificial intelligence, is helping the company sell products and services. The company reports revenue under three major categories: North America, International, and AWS. Amazon targets three types of customers: consumers, sellers, and website developers.
12. IBM is an information technology (IT) company. IBM has been divided into two parts: IBM and Kyndryl. IBM is addressing hybrid cloud and artificial intelligence opportunities through a platform centric approach that focuses on providing two main sources of customer value: technology and business expertise. IBM provides integrated solutions and products that leverage deep expertise, trust, and security in data, information technology, industry, and business processes, as well as a broad ecosystem of partners and alliances.
13. C3.ai Inc. is an enterprise artificial intelligence software provider that accelerates digital transformation. C3.ai provides the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and IoT applications. The core of C3.ai products is a proprietary model driven artificial intelligence architecture that enhances data science and application development. C3.ai is headquartered in Redwood City, USA.
14. Salesforce.com is a leading provider of on-demand customer relationship management (CRM) software in critical operational areas, involving sales team and marketing automation, customer service and support, document management, analytics, and custom application development. It provides a technical platform for customers and developers to build and run business applications. Salesforce helps companies of all sizes and industries connect with customers through cloud, mobile, social, IoT, and artificial intelligence (AI). There are two main sources of income: subscriptions and support, as well as professional services and others. Subscription revenue includes customers' subscription fees, access to the company's enterprise cloud computing services (cloud services), software licenses, and subscription fees recognized by customers to receive additional support beyond the standard support provided by the company. Professional services and other income include fees earned by the company from consulting, implementation services, and training.
15. Apple's business mainly revolves around its flagship iPhone. However, a combination of services including cloud services, App Store, Apple Music, AppleCare, Apple Pay, and licensing has become a cash cow. In addition, non iPhone devices such as Apple Watch and AirPods have also received significant attention. In fact, due to the popularity of the Watch and AirPods, Apple dominates the wearable and ear worn device markets. The stable popularity of the Apple Watch also helps Apple strengthen its influence in the field of personal health monitoring. Apple also designs, manufactures, and sells iPad, MacBook, and HomePod. These devices are supported by software applications such as iOS, macOS, watchOS, and tvOS operating systems. Apple's other services include subscription based Apple News Apple Card、Apple Arcade、 New Apple TV app, Apple TV channels, and new subscription service Apple TV.
16. Alphabet has developed from a major search engine provider to cloud computing, ad based video and music streaming, autonomous vehicle, healthcare providers, etc. In the field of online search, Google holds a monopoly position with over 94% of online search volume and market. Over the years, the company has witnessed an increase in search queries due to sustained growth in user adoption and usage (primarily on mobile devices), ongoing growth in advertiser activity, and improvements in advertising formats. Driven by the sustained strength of Google Cloud Platform and Google Workspace, the company's market share in the cloud computing field is constantly expanding. Thanks to Waymo's unremitting efforts, Alphabet also enjoys a leading position in the autonomous vehicle market. In addition, it has expanded its footprint in the healthcare industry through its life sciences division, Verily.
17. Micron manufactures and sells high-performance memory and storage technologies through global brands such as Micron, Crucial, and Ballistix, including dynamic random access memory, NAND flash, NOR flash, 3D XPoint memory, and other technologies. Its solutions are used for leading computing, consumer, networking, and mobile products.
18. Microsoft is one of the world's largest broad-based technology providers. The company holds a dominant position in the PC software market, with over 80% market share in operating systems. The company's Microsoft 365 application suite is one of the most popular productivity software in the world. It is now one of the two public cloud providers capable of providing various infrastructure as a service (IaaS) and platform as a service (PaaS) solutions on a large scale. Microsoft's products include operating systems, cross device productivity applications, server applications, business solution applications, desktop and server management tools, software development tools, and video games. The company designs and sells personal computers, tablets, game and entertainment consoles, mobile phones, other smart devices, and related accessories. Through Azure, it provides cloud based solutions that offer software, services, platforms, and content to customers.
19. Atlassian is a global leader and innovator in the field of enterprise collaboration and workflow software. The company provides a cloud based software solution to help organizations collaborate and manage their workforce for better teamwork. Initially, Atlassian's products were designed to help software development teams communicate, collaborate, and manage design and development. The delivery cycle of software. However, over the years, the use of Atlassian solutions has rapidly expanded to teams in different industries. By continuously focusing on developing new collaboration tools, the company can now meet the needs of multiple enterprise functions, including finance, legal, human resources, and IT support.
20. Seagate is the second largest hard disk drive (HDD) manufacturer in the United States. HDD is used as the main medium for storing electronic information in systems ranging from desktop computers and consumer electronics to data centers that provide information through enterprise networks and the Internet.
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Note: All content in the article, especially the sectors and individual stocks mentioned, is only a record of my investment thinking, represents my personal opinions, and does not constitute investment advice
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