The Best AI Stocks to Own for Long-Term Growth Through 2035

The aggressive push into AI infrastructure today is laying the foundation for what many analysts believe will be one of the most significant investment opportunities of the next decade. According to research from Roots Analysis, the artificial intelligence market could explode from approximately $270 billion today to over $5.2 trillion within the next decade. While some of the biggest winners in this AI boom may be companies that haven’t yet gone public or remain relatively obscure, several established tech giants have already positioned themselves as best AI stocks to buy and hold for the long term.

The challenge for investors is identifying which companies offer the most compelling exposure to this transformation. While keeping an eye on emerging opportunities is wise, it makes sense to focus on proven technology leaders that are already capitalizing on AI trends. Here are five of the best AI stocks for investors looking to position themselves through 2035 and beyond.

Nvidia: Leading the AI Hardware Revolution

Starting with the obvious choice, Nvidia has established itself as the cornerstone of AI infrastructure. The company dominates the market for accelerator chips that power AI model training in data centers worldwide. Think of Nvidia as the engine supplier in an AI-powered world—it provides the raw computational horsepower that makes advanced systems possible.

The numbers speak for themselves. Analyst estimates suggest Nvidia commands approximately 92% of the GPU market share in data centers, though competitive pressures are beginning to emerge. What protects Nvidia’s position is its proprietary CUDA programming platform, which has created a durable competitive advantage. Nearly every major cloud provider has already invested substantially in Nvidia GPU infrastructure, and switching costs remain high in this fast-moving AI arms race.

The company’s $500 billion order backlog reflects its continued momentum and suggests strong demand visibility extending years into the future. For investors seeking exposure to the hardware backbone of AI, Nvidia represents a central player in this transformative shift.

Alphabet: The Diversified AI Powerhouse

Alphabet, Google’s parent company, exemplifies what a best AI stock looks like from a diversification standpoint. The company’s reach spans billions of internet users through its consumer-facing ecosystem—Google search, YouTube, and Android. Beyond these core assets, Alphabet operates Google Cloud services and leads the autonomous ride-hailing space.

The company has also made a strategic pivot into AI chip design, creating its own Tensor Processing Unit (TPU) and developing Gemini, its proprietary AI model. Alphabet has indicated willingness to license these chips to other companies, potentially opening a new revenue stream. Additionally, Alphabet owns approximately 7% of SpaceX, providing indirect exposure to Starlink’s satellite internet business.

It’s difficult to find a more complete technology conglomerate positioned to benefit from AI’s expansion. Alphabet’s combination of consumer reach, enterprise cloud services, custom silicon, and advanced AI models makes it one of the most compelling best AI stocks for the next decade.

Microsoft: Enterprise AI and Recurring Revenue

Microsoft remains a cornerstone holding for investors seeking stability alongside AI exposure. The company operates Azure, the world’s second-largest cloud services platform, which is well-positioned to capture growing AI workloads as demand surges.

Beyond cloud infrastructure, Microsoft owns approximately 27% of OpenAI, the creator of ChatGPT—currently the most widely adopted AI application globally. This stake provides investors a way to gain exposure to OpenAI without direct investment in the private company.

Azure’s growth trajectory is closely tied to accelerating AI adoption, as enterprises increasingly rely on cloud platforms to deploy AI solutions. Microsoft also offers reassurance through its mature, high-margin software businesses centered on Windows and Microsoft 365, plus a dividend that has increased for 23 consecutive years. For investors prioritizing stability with AI upside, this best AI stock delivers both.

Amazon: Cloud Dominance and Private AI Stakes

Amazon demonstrates how the best AI stocks can layer multiple value drivers. The e-commerce giant operates AWS (Amazon Web Services), the world’s leading cloud services provider. AWS’s scale and reach position it perfectly to benefit from the explosion in AI computing demand.

Beyond its direct cloud business, Amazon has established a significant partnership with Anthropic, a leading AI safety company that competes with OpenAI. Amazon holds an $8 billion stake in Anthropic, providing meaningful exposure to one of AI’s most promising private companies. This investment gives shareholders a window into AI development outside traditional public markets.

Amazon’s existing e-commerce, cloud, and digital advertising businesses each possess considerable runway for growth independent of AI. The Anthropic partnership and stake simply add additional upside potential, making Amazon a compelling choice for investors seeking multiple paths to AI exposure.

Palantir Technologies: The Custom AI Software Play

While AI software remains in its early stages, Palantir Technologies has already distinguished itself in this space. The company specializes in developing custom software applications built on proprietary platforms and has accelerated growth since launching its AI-focused platform, AIP, in mid-2023.

Palantir has captured significant momentum in both government and commercial sectors. The primary concern has been the company’s premium valuation, which could potentially limit near-term upside. However, with fewer than 1,000 customers currently, Palantir possesses a tremendous runway for customer acquisition over the next decade. This expansion opportunity suggests the company could sustain remarkable growth for years to come.

Long-term investors should consider building positions gradually, maintaining dry powder for potential pullbacks. Market weakness would create attractive buying opportunities for patient investors committed to the best AI stocks with multi-year tailwinds.

Building Your AI Portfolio for 2035

The companies listed above represent five of the best AI stocks to own through 2035. Together, they provide comprehensive exposure to the AI revolution across hardware acceleration, cloud infrastructure, custom silicon, enterprise software, and private AI companies. While each carries its own risk profile and valuation considerations, collectively they offer a balanced approach to capitalizing on what could be a transformative decade for artificial intelligence.

The key is committing to a long-term holding strategy rather than chasing short-term volatility. The best AI stocks tend to reward patient investors who maintain their positions through cycles, allowing compound growth and multiple expansion to work in their favor over an extended timeframe.