Which seven very different companies could ride the next big AI wave?

The Motley Fool’s latest stock screen isn’t just another “buy Nvidia” list. Analyst George Budwell spotlights seven AI-exposed names that stretch from megacap cloud to scrappy up-and-comers. The blue-chip anchors are Nvidia (still the GPU king) and Meta Platforms, whose Llama models drive everything from Instagram Reels to Quest headsets. At the other extreme sits SoundHound AI, a $4 billion voice-tech specialist chasing automakers and restaurants, plus Lemonade, an insurance disrupter that prices policies with its in-house LLM “Jim.” Rounding out the list are three under-the-radar picks: Navitas Semiconductor (gallium-nitride power chips that make AI servers sip less electricity), Oklo (AI-designed micro-nuclear reactors to feed those servers clean power) and Poet Technologies, a photonics outfit betting on faster, cooler AI interconnects. Budwell argues that spreading a small stake across this quirky basket gives investors exposure to chips, software, clean energy and frontier hardware—all areas the AI boom is poised to supercharge.

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