Goldman Sachs analysts have identified key artificial intelligence stocks poised for significant growth through 2025, focusing particularly on software companies that are strategically positioned to benefit from AI adoption. The analysis highlights that while hardware companies like Nvidia have dominated AI discussions, software companies are expected to see substantial revenue growth from AI initiatives. Goldman predicts AI-related software revenue could reach $150 billion by 2025, representing a major opportunity for select companies. The report specifically identifies Palantir and Salesforce as standout performers, with Palantir expected to generate $500 million in AI-related revenue by 2025. Salesforce’s Einstein AI suite is projected to significantly contribute to the company’s growth trajectory. The analysis emphasizes that successful AI implementation requires both infrastructure and software solutions, creating opportunities across the technology sector. Goldman’s research suggests that while hardware companies have seen immediate benefits from AI adoption, software companies are positioned for longer-term growth as AI applications become more widespread. The report also notes that companies with established enterprise relationships and strong data management capabilities are particularly well-positioned to capitalize on AI opportunities. This shift in focus from hardware to software highlights the evolving nature of AI investment opportunities and the importance of considering both immediate and long-term growth potential in AI-related investments.
Source: https://www.businessinsider.com/ai-stocks-to-buy-software-palantir-sales-nvidia-goldman-sachs-2025-3