3 AI Stocks With Revenue Growth Reaching 45%

The IMF has flagged that global growth is leaning heavily on a small group of AI heavyweights, which concentrates both risk and reward. That reliance creates a window for investors who look for companies tied to AI that still trade at muted expectations. This article walks through three stocks from a screen of attractively priced AI players that are plugged into chips, cloud, and software behind tools like ChatGPT.

The three stocks highlighted below are just a starter set. The full screen on Simply Wall St surfaced 134 more AI focused companies with similarly compelling stories that are not covered here. To identify, compare, and analyze the highest conviction ChatGPT related plays, head straight into the Undervalued Artificial Intelligence/ AI Stocks screener.

Marketingforce Management runs cloud-based AI marketing, sales, and talent tools that use machine learning and NLP for customer acquisition and HR workflows. It generated about CN¥2.1b from AI application services and CN¥1.7b from precision marketing, and has a market value near HK$13.3b.

Marketingforce Management ties directly into the ChatGPT and AI theme through its cloud AI platform, which supports marketing automation and always-on “AI employees” across sectors like retail, finance, and manufacturing. Investors focusing on this AI software angle may find the company’s positioning notable, depending on how one unseen pressure shapes future pricing power.

That pressure point is exactly why it helps to see the full picture through the 4 key rewards and 1 important major warning sign, before pricing in either squeeze or upside.

Cerebras Systems is built around its wafer-scale AI chips and full compute racks that are purpose-built for large language models and generative AI, which ties it directly to the ChatGPT hardware theme. The business generated about US$681 million from semiconductors and carries a roughly US$34.8b market cap.

Cerebras Systems sits squarely in the AI infrastructure story because its hardware and software are designed from the ground up for LLMs and real-time generative workloads. That focus makes one major commercial relationship especially important for anyone watching this stock.

"In late 2025, Cerebras signed a transformative Master Relationship Agreement with OpenAI; OpenAI is contractually bound to procure 750 megawatts of inference capacity through 2028, backed by a $1.0 billion working capital loan to fund Cerebras's manufacturing scale-up."

What really matters now is how a single concentration risk around that AI demand source shapes future pricing power and margin potential.

If that concentration risk is exactly what you are trying to size, the full narrative for Cerebras Systems explains how Cerebras Systems could convert it into accelerating optionality.

Alphabet ties directly into this AI-focused screener through Google Cloud, where Vertex AI and the Gemini models power enterprise large language models on top of the group’s broader ads, YouTube, and Android ecosystem that still supplies most of its money.

Alphabet generates about US$367.1b from Google Services, US$77.6b from Google Cloud, and US$1.5b from Other Bets, and is valued around US$4.3t.

For investors focusing on AI infrastructure exposure rather than just headline hype, Alphabet’s Google Cloud and Gemini stack provides direct participation in the ChatGPT style build out while still being anchored by a large ads and YouTube engine.

"Google Cloud, which crossed the $20 billion quarterly revenue threshold for the first time, with revenue up 63% YoY and operating income rising to $6.6 billion."

What really shapes the long term AI payoff is how one major commitment behind that cloud backlog affects pricing power and profitability.

That tension around how much pricing power Alphabet can really pull from that cloud backlog is exactly what the full narrative for Alphabet unpacks, including where growth could accelerate next.

Seeking Alternatives Before The Crowd?

Fresh ideas with real momentum rarely stay under the radar for long. Before potential breakouts are fully caught by the crowd and pricing shifts, consider positioning earlier.

• Look for cash generative leaders before momentum screens highlight them by reviewing the curated 181 high quality undervalued stocks while any pricing gaps may still exist.
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• Explore long term infrastructure themes and review the hand picked 43 power grid technology and infrastructure stocks while these grid and hardware opportunities may still be less widely followed.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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