Artificial intelligence holds the power to revolutionize various industries on a global scale. Research from PwC predicts that AI's extensive influence will contribute an impressive $15. 7 trillion to the global economy by 2030. If processing such large figures feels overwhelming, you're not alone. However, this projection strongly indicates that we are approaching remarkable progress in automation fueled by AI. Several technology companies are already reaping the benefits of this transformation. Here are two AI stocks that are significantly altering their respective markets. Nvidia as a Cornerstone AI Company Nvidia (NASDAQ: NVDA) rightly earns its prominent status on this list because the company's semiconductors are integral to nearly all advancements in AI. With its GPUs capturing an estimated 70% to 95% of the AI chip market, Nvidia's technology is behind various applications, from generative AI chatbots to self-driving vehicle systems. For instance, at CES 2025, Nvidia CEO Jensen Huang noted that AI agents—sophisticated chatbots capable of completing tasks autonomously without external prompts—could develop into a "multitrillion-dollar market" in the near future. Companies like Accenture, SAP, and Salesforce are already leveraging Nvidia's hardware to create their own AI agents, with the potential for billions of these agents to be implemented in the coming years. Moreover, as advancements in autonomous and semi-autonomous driving technologies progress, Nvidia continues to benefit significantly.

The company's DRIVE platform for autonomous vehicles is being utilized by leading automakers such as Toyota, General Motors, and Amazon's Zoox, a robotaxi service. Nvidia is already generating substantial revenue from its automotive sector, and Huang recently projected that automotive sales will achieve a $5 billion annual run rate this year. Additionally, Nvidia has a vast opportunity in the realm of AI data centers. Huang has expressed confidence in the substantial growth potential for the company, forecasting that expenditures on AI data centers will double over the next five years to reach $2 trillion. This influx of spending will drive further AI automation, and Nvidia's dominant position in semiconductors ensures their continued participation in this expansion. Tesla’s Focus on AI Automation Tesla (NASDAQ: TSLA) is another pivotal name in the landscape of AI automation. The company is involved in several crucial automation sectors, with semiautonomous vehicles likely being the largest. Tesla's driver assistance feature, known as full self-driving (FSD), is not fully autonomous but employs sensors, cameras, and AI chips to enable drivers to relinquish some control while on highways. Certain Tesla models also possess the capability to park independently or to autonomously exit a parking space to meet their owners.