Artificial intelligence has moved from tech conference buzzword to a live economic force, with Anthropic’s projections of US GDP reaching about $44b by 2030 underlining what is at stake for investors. The next wave of potential winners may not be the loudest headline grabs; they are the companies quietly wiring AI into everyday activity. This article unpacks how that theme intersects with three large cap stocks from our Artificial Intelligence Leaders screener.
The stocks highlighted below are a sample of the larger group. The full Artificial Intelligence Leaders screen surfaces 55 more large caps that share similar AI-linked traits and quality filters but are not covered individually here. To identify your own front runners, head straight to the Artificial Intelligence Leaders screener to filter, analyze, and focus on the highest conviction ideas that fit your thesis.
Overview: Cellebrite DI builds AI-driven digital investigation software that helps public agencies and enterprises turn complex device and cloud data into usable evidence.
Operations: Cellebrite DI generates about US$514 million from internet software and services, with revenue split across America US$274 million, EMEA US$176 million and APAC US$65 million.
Cellebrite DI is one of the clearest examples in this screen of AI moving out of the lab and into real world public safety work, where machine learning turns messy digital trails into something investigators can actually act on.
“The accelerating shift by law enforcement and intelligence agencies toward more advanced digital investigation platforms, driven by surging digitalization, larger data volumes, and increasing crime sophistication, is fueling rapid adoption of Cellebrite’s cloud/SaaS solutions and digital forensics platforms (Inseyets, Guardian, Pathfinder), which is set to drive continued double-digit subscription revenue and ARR growth over the coming years.”
What really matters now is how a single pressure on the demand side shapes the pricing power behind that AI driven toolkit.
That pricing pressure is only the start, and the real nuance sits in the full narrative for Cellebrite DI, where you can see how Cellebrite DI’s AI engine and contract structure could reshape its risk and reward profile.
Overview: Five9 runs an AI heavy cloud contact center platform that helps enterprises automate and coordinate customer interactions across digital and voice channels.
Operations: Five9 generates about US$1.2b in internet software and services revenue, with roughly US$1.1b from the United States and US$140 million internationally.
