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In the rapidly evolving world of artificial intelligence (AI), investors are starting to look beyond the most talked-about AI stocks, such as Nvidia (NVDA) and Microsoft (MSFT).
Here are two exceptionally well-positioned companies that are emerging as powerhouses in the AI infrastructure space, poised to dominate the coming decade.
Stock #1: Palantir Technologies
Valued at $301 billion, Palantir Technologies (PLTR) is a U.S.-based software company that develops platforms for data integration, analysis, and decision-making. Palantir’s AI platforms, such as Foundry and Gotham, are central to its offerings, including data analytics solutions for government and commercial clients. The company’s focus on AI has helped it win contracts and expand its market presence.
Driven by a solid first-quarter report and AI hype, Palantir’s stock has soared 74.4% year-to-date, compared to the overall market gain of 2.2%.
Palantir’s Artificial Intelligence Platform (AIP), launched in 2023, enables organizations to build, deploy, and manage AI-driven workflows, including large language models (LLMs) and predictive analytics. Palantir’s financials for the first quarter were stellar. In Q1, the government segment revenue increased by 45% year-over-year to $487 million, while commercial revenue increased 33% year-over-year to $397 million. Total revenue in the quarter rose by 39% to $884 million, while profit under GAAP (generally accepted accounting principles) increased to $0.06 per share from $0.04 in the prior-year quarter. Dave Glazer, CFO, revealed that net dollar retention rose to 124%, reflecting strong customer expansion.
With tailwinds from AI adoption increasing and real-world deployments accelerating, Palantir’s advantage in AI agents and platform flexibility could lead to a much brighter future.
Overall, Wall Street maintains a neutral stance on Palantir stock. On average, PLTR is rated as a “Hold.” Among the 20 analysts covering the stock, three recommend a “Strong Buy,” 12 suggest holding, one says it as a “Moderate Sell,” and four have given it a “Strong Sell” rating. The stock has surpassed its average target of $93.89. The highest analyst estimate of $150 implies an upside potential of 14.5% over the next 12 months.
Stock #2: Super Micro Computer
Valued at $24.8 billion, Super Micro Computer (SMCI), commonly known as Supermicro, is a U.S.-based technology company that designs, manufactures, and sells high-performance computer servers and storage systems, with a growing focus on AI, cloud computing, and edge computing infrastructure.
SMCI stock is up 40.6% year-to-date.
Supermicro is deeply involved in the AI ecosystem through partnerships with Nvidia, Advanced Micro Devices (AMD), and Intel (INTC). In the third quarter of its fiscal 2025, the company began volume shipments of NVIDIA B200 HGX systems, introduced AMD MI325X AI solutions, and hinted at upcoming NVIDIA GB200 and AMD MI350 platforms in summer 2025. These platforms serve as the technological foundation for future AI and HPC workloads, and Supermicro’s early access to them provides an unparalleled time-to-market advantage.
In the third quarter, net revenue increased 19.5% year on year to $4.6 billion but fell 19% sequentially, owing primarily to customer skepticism as next-generation Nvidia and AMD GPUs were released. These delays had an impact on both sales and earnings. Adjusted earnings fell to $0.31 per share, down from $0.66 in the year-ago quarter. Despite the softer quarter, Supermicro’s AI GPU platforms accounted for more than 70% of total revenue, indicating continued dominance in this high-demand segment.
Supermicro is rapidly scaling its global operations, ensuring supply chain resilience and strategic alignment with national and enterprise-level data center initiatives. Despite short-term sales delays and margin pressures, Super Micro Computer is implementing a strong long-term strategy centered on AI infrastructure dominance.
With AI adoption still in its early stages, Supermicro is well-positioned to capitalize on the wave of AI-driven computing. For long-term investors looking to profit from the next generation of technology infrastructure, SMCI provides an appealing combination of growth, innovation, and strategic positioning.
On Wall Street, SMCI stock holds a consensus rating of “Moderate Buy.” Among the 15 analysts covering the stock, four rate it as a “Strong Buy,” three as a “Moderate Buy,” six as a “Hold,” and two as a “Strong Sell.” The stock’s average price target of $45.13 indicates potential 7% upside from current levels. Meanwhile, the highest price estimate of $100 suggests the possibility of a 138% surge over the next 12 months.
