My Top 2 Artificial Intelligence (AI) Stocks for 2025 (Hint: Nvidia Is Not One of Them)

Riding the AI Wave: Where New York Smarts are Betting Big

Forget waiting for flying cars or a breakfast-in-bed robot — artificial intelligence is here, now, and it’s got investors buzzing like a ticker tape parade. The big brains over at IDC say we’ll be throwing a casual $337 billion at AI by 2025. And why not? We’re embedding these AI tools right into the bones of our businesses. If you’re in the boardroom in 2025 and not discussing AI, you might as well be using dial-up.

The Chipmaker Showdown: Broadcom and Nvidia

Broadcom: The Unsung Hero

So, we all know Nvidia’s been the hotshot, making those beefy GPUs that help tech titans train their large language models. But don’t go dozing on Broadcom (AVGO 1.84%) just yet. This company’s been making waves with its specialized ASICs. Broadcom’s chips aren’t just for general computing like Nvidia’s — they’re precision tools, crafted for specific jobs. No wonder Google’s sending them flowers.

Inside whispers suggest Broadcom’s chips might soon be powering dreams at Meta, Google, TikTok’s big boss ByteDance, and even OpenAI. And just recently, Apple might have scribbled Broadcom’s number in its little black book for AI server chips (Read about it here).

A Look at Growth

What’s more, at their December 2024 earnings call, Broadcom spilled the beans about supplying AI chips to three cloud behemoths. They’re set to roll out a million AI chip clusters in three years. With ambitions like that, Broadcom’s AI revenue could blast to somewhere between $60 billion and $90 billion by 2027. Not just another brick in the Wall Street wall, huh?

Check out this snippet on Broadcom’s revenue projections:

  • AI Revenue in 2024: $12.2 billion
  • 2027 Addressable Market: $60 billion – $90 billion

JPMorgan says Broadcom controls a whopping 55% to 60% of the ASIC market. Talk about being in the driver’s seat!

Snowflake: Data’s New Best Friend

The Big Apple of AI Trends

Let’s not skip over Snowflake (SNOW -0.47%). While Broadcom’s wiring up the hardware, Snowflake’s playing the long game with data. It’s turning ones and zeros into a fortress. This cloud company lets businesses lock in their data on one platform and turn it into something magical with AI.

Diving Into the Details

Snowflake’s Cortex AI platform has had quite a reception, helping over 3,200 users build AI apps and dig into data goldmines. Who wouldn’t want first dibs at this high-tech jackpot?

But Snowflake isn’t stopping there. In November, it rolled out Snowflake Intelligence, pushing into the AI agent market. This thing lets companies create agents that’ll analyze and take action on data securely, with the market expected to reach $45 billion by 2025.

Here’s a quick breakdown of Snowflake’s recent performance:

  • RPO Growth in Q3 2025: 55%, hitting $5.7 billion
  • Revenue Growth: 29% year-over-year to $900.3 million
  • Current Net Revenue Retention Rate: 127%

What’s Next for Snowflake

Around 30% of Snowflake’s clients are already using its AI/ML solutions. As the company’s AI charms more businesses, expect its revenue and earnings to ascend the stairway to growth heaven. With the market in 2025 expected to expand due to AI tech, Snowflake’s future looks as bright as a Broadway marquee. So, mark it as a top AI stock to watch.

In the city that never sleeps, it pays to invest in what keeps everything running smoother than a yellow cab down Fifth Avenue — and right now, that’s AI. Those who get in on Broadcom and Snowflake early are likely to be sitting pretty when the 2025 ticker tape falls.