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Nvidia remains critical to AI thanks to its one-two punch of GPU hardware and CUDA software.
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Alphabet is quietly building an AI-first ecosystem set to disrupt several end markets.
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Amazon is bridging the gap between the digital and physical AI worlds.
There's no denying that artificial intelligence (AI) stocks have delivered abnormally high returns for investors in recent years. The real question isn't whether AI is worth investing in -- it's which companies navigating this fast-paced landscape are durable enough to hold for the long haul.
Below, I'll highlight three of my top AI stocks to buy and hold forever and explain why they deserve a permanent spot in your portfolio today.
Throughout the AI revolution, Nvidia (NASDAQ: NVDA) has emerged as arguably the most influential player. The company's graphics processing units (GPUs) have become the backbone for training and deploying generative AI models. Layered on top of that hardware is CUDA, Nvidia's software architecture that enables programmers to develop applications on top of its chips.
This combination of hardware and software has created a powerful technological moat for Nvidia -- one that competitors have struggled to replicate despite their best efforts.
As AI models become more complex and expand into use cases across robotics, quantum computing, and autonomous systems, the demand for greater inference power will accelerate. Nvidia's long track record of innovation positions it well to address these challenges and scale up alongside its big tech counterparts as they introduce more sophisticated AI applications down the road.
With hyperscalers showing no signs of slowing their infrastructure investment, there's good reason to remain confident that Nvidia's best days are still ahead.
Back in 2015, Alphabet CEO Sundar Pichai outlined his vision to transform Google and its many businesses into an AI-first platform. Nearly a decade later, investors can clearly see how those early ambitions have materialized.
Alphabet has embedded AI across virtually every layer of its ecosystem, in advertising, search tools, cloud services, consumer applications, and cybersecurity. Two of the most underrated assets within this ecosystem are DeepMind, Google's AI research lab, and its custom tensor processing units (TPUs).
These chips are the computational backbone for training and running large language models (LLMs), giving Alphabet a unique structural advantage as it tests and scales up its own AI capabilities across Gemini and physical infrastructure.