Prediction: These 2 Artificial Intelligence Stocks Will Be the World's Most Valuable Companies in 5 Years

At this point, it seems highly ly that artificial intelligence (AI) is on track to be the most impactful new nology since the internet

While the gression of the trend will certainly bring some twists and turns for investors, there's a good chance that the AI revolution is still in relatively early innings

Companies with heavy exposure to AI have been some of the market's best performers in recent years and helped push major indexes to new highs, and long-term investors still have opportunities to score wins with top players in the space

With that in mind, read on to see why two Motley Fool contributors think that two companies, in particular, with leading positions in AI will stand as the world's most valuable es five years from now

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There's good reason to expect it will still be at the top of the podium five years from now

A big reason for expectation is that Nvidia is growing much faster than Microsoft and Apple, as well as the rest of the world's most valuable companies

Nvidia has a massive opportunity over the next few years as AI gets incorporated more into what people do

The demand for data centers alone, which AI companies use to help power generative AI operations, is exploding

Nvidia keeps launching new and more powerful chips to handle the increasing demand and power load

It's still bringing out the Blackwell nology that it launched last year, and it's seeing a huge need for its ducts to drive the inference part of generative AI

Management expects this segment of the to continue growing at a rapid pace

It's now launching Blackwell Ultra, a more powerful tool for AI reasoning, which is the next step after inference and requires greater capacity

CEO Jensen Huang envisions a future not too far off where AI is used in everything we do, and Nvidia is going to play a huge role in that shift

Amazon has a massive AI-driven opportunity ahead Keith Noonan (Amazon): As the leading vider of cloud infrastructure services, Amazon stands to be a major beneficiary of the AI revolution

The development, launch, and scaling of artificial intelligence applications stands to be a powerful tailwind for the company's Amazon Web Services (AWS) cloud, and the Bedrock suite and other generative AI tools should help to encourage clients to continue building within its ecosystem

With AWS standing as Amazon's most fitable segment by far, AI-related sales for the segment should help to drive strong earnings growth over the next five years

Artificial intelligence being integrated into the company's fast-growing digital advertising should also help to imve targeting and demand and create another positive catalyst for the company's bottom line

But there's an even bigger AI-related opportunity on the table -- and it could make Amazon the world's most valuable company within the next half-decade

Even though AWS generates most of Amazon's fits, the company's e-commerce still accounts for the majority of its revenue

The catch is that e-commerce has historically been a relatively low-margin

Due to the emphasis that Amazon has placed on expanding its retail sales base and the high operating costs involved with running the, e-commerce accounts for a surprisingly small of the company's fits despite the massive scale of the unit

That will ly change with time

With AI and robotics paving the way for warehouse and factory automation and potentially opening the door for a variety of autonomous dery options, operating expenses for the e-commerce are poised to fall substantially

There's admittedly a significant amount of guesswork involved in charting how quickly this transformation will take shape, but it's a trend that's worth betting on

If AI-driven robotics and automation initiatives start to accelerate substantially for the company over the next five years, the e-commerce side of the will quickly command a much higher valuation premium

If so, Amazon has a path to being one of the world's most valuable companies

John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors

Keith Noonan has no position in any of the stocks mentioned

The Motley Fool has positions in and recommends Amazon, Apple, Microsoft, and Nvidia

The Motley Fool has a disclosure policy.