The Only 2 Artificial Intelligence (AI) Stocks You Need to Hold Through 2035

Industry Overview - Artificial intelligence (AI) is recognized as a highly disruptive technology, significantly enhancing productivity across various sectors [1] - PwC projects that AI adoption could contribute an additional 15 percentage points to global GDP by 2035 [1] - The AI market's revenue is expected to grow from $274 billion in 2023 to $5.3 trillion by 2035 [1] Company Analysis: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is a leading manufacturer of semiconductors essential for AI applications, serving a wide range of industries including data centers, personal computers, and smartphones [4][7] - The global semiconductor market is projected to exceed $2.8 trillion in revenue over the next decade, driven by the demand for AI technologies [6] - TSMC anticipates a compound annual growth rate (CAGR) of mid-to-high 50% for its AI accelerator sales through 2029, with overall revenue expected to grow at a 25% CAGR [8] - Analysts are optimistic about TSMC's future, raising earnings expectations due to the ongoing growth in the semiconductor market [9] - TSMC holds a dominant market share of approximately 72% in the foundry segment, making it a prime investment opportunity [8][11] Company Analysis: Palantir Technologies - Palantir provides a software platform that facilitates the deployment of generative AI in business operations, significantly enhancing decision-making and process automation [12] - Following the launch of its Artificial Intelligence Platform (AIP) in April 2023, Palantir has seen substantial growth in its customer base and deal sizes [12][14] - The company reported a 34% increase in its customer count, reaching 954 by the end of 2025, and a significant rise in high-value contracts [14] - Palantir's remaining deal value surged to $11.2 billion, a threefold increase since the end of 2022, reflecting strong demand for its services [15] - The AI software platforms market is expected to grow at a 29% CAGR through 2034, positioning Palantir favorably to capitalize on this growth [17][18]