This Is What Nvidia Says Could Be the Next Big Trend in Artificial Intelligence. These 3 Stocks Could Be Big Winners

Artificial intelligence (AI) stocks have been some of the best investments to be holding in recent years. But you may wonder about the next big trend in AI, and which stocks might be poised to benefit the most from it.

Chipmaker Nvidia (NASDAQ:NVDA) is at the forefront of all things AI these days. Its chips are used to help power the AI revolution. And the one trend that Nvidia sees emerging this year is AI agents. Nvidia CEO Jensen Huang believes this is the year when agents will be deployed at significant scale. Agents can follow directions and do things like move a cursor and fill out a form, automating many simple tasks for users.

Three stocks which allow customers to utilize AI agents today include Microsoft (NASDAQ: MSFT), Salesforce (NYSE: CRM), and ServiceNow (NYSE: NOW). Here’s a closer why they can benefit from this trend and why you might want to consider investing in these stocks right now.

Tech giant Microsoft is already a big AI stock

and one of the most valuable companies in the world, with a valuation north of $3 trillion. But its opportunities in AI are just get warmed up.

Microsoft has already launched its AI assistant, Copilot, which is available in popular office applications such as Word, Outlook, and Excel. And the company promises that you don’t even have to be developer to create your own agents through its Copilot Studio. The big advantage Microsoft has here is that its office applications are used by businesses around the world, and this is a huge opportunity for the company to upsell its customers.

AI represents a promising growth opportunity for Microsoft and CEO Satya Nadella says that for the upcoming quarter, the company is well on track to surpassing the $10 billion annual revenue run rate it expects from its AI business. And if that happens, it’ll be the quickest that any of its businesses has hit that milestone.

While Microsoft’s stock is trading at 35 times trailing earnings, it can still be a good buy for the haul as the business looks poised to be a leader in AI.

Another company that’s focusing heavily on agents is Salesforce. Its “Agentforce” can help provide support to both employees and customers. It can assist with booking meetings for sales reps and the agents can assist with answering product-related questions. Similar to Microsoft, it allows its users to create their own agents with a “low-code builder” or they can use pre-built agents.

Companies already have a lot of their data on Salesforce’s customer relationship management software, making it a potentially smooth option to use Agentforce to tap into that existing information and to automate processes. The company’s sales haven’t been taking off and growth remains in the single digits but AI agents could unlock a promising opportunity for Salesforce in the future.

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