In this article, we will list the 5 Unstoppable AI Stocks to Buy Now. Please visit 8 Unstoppable AI Stocks to Buy Now to see the extended list and the methodology behind it.
5. Lattice Semiconductor Corporation (NASDAQ:LSCC)
1-Year Performance: 123.89%
Lattice Semiconductor Corporation (NASDAQ:LSCC) is one of the unstoppable AI stocks to buy now. On May 4, Lattice entered into a definitive agreement to acquire AMI for $1.65 billion, a move aimed at creating a comprehensive, secure management and control platform for cloud and AI infrastructure. By combining Lattice’s low-power FPGAs with AMI’s expertise in platform firmware and manageability, the company intends to address the increasing complexity and uptime requirements of modern data centers.
The deal, valued at $1.0 billion in cash and ~$650 million in stock, is expected to close in Q3 2026. The acquisition is projected to double Lattice’s serviceable addressable market and accelerate its trajectory toward an annual revenue run-rate exceeding $1 billion by the end of 2026. Lattice expects the transaction to be immediately accretive to gross margin, free cash flow, and non-GAAP EPS. Despite the merger, both companies emphasized their continued commitment to providing silicon-agnostic solutions and multi-vendor support for their existing partner ecosystems.
By integrating AMI’s firmware capabilities, Lattice Semiconductor Corporation (NASDAQ:LSCC) aims to expand its system-level role in security and predictive maintenance while shortening time-to-market for its customers. AMI is expected to contribute over $200 million in revenue in 2026. The combined entity will focus on delivering integrated “everywhere companion chip” solutions that provide greater design flexibility and control for compute, communications, and industrial markets.
Lattice Semiconductor Corporation (NASDAQ:LSCC) specializes in low-power FPGAs that are increasingly essential for AI at the edge, enabling energy-efficient AI inferencing and hardware acceleration. Its system solutions and IP licenses support the deployment of ML in power-constrained environments like IoT and automotive systems.
4. Alphabet Inc. (NASDAQ:GOOGL)
1-Year Performance: 144.45%
Alphabet Inc. (NASDAQ:GOOGL) is one of the unstoppable AI stocks to buy now. On May 12, Google announced the Googlebook, a new category of laptops built on an intelligence-focused system that integrates the Android tech stack with the ChromeOS browser experience. These devices are designed from the ground up for Gemini Intelligence, featuring a “Magic Pointer” developed with Google DeepMind. This tool provides contextual suggestions (such as scheduling meetings from emails or visualizing home decor) simply by hovering or clicking, aiming to transform the cursor into a proactive assistant.
The platform is deeply optimized for the Android ecosystem, allowing users to run phone apps directly on their laptops and access mobile files through “Quick Access” without manual transfers. Users can also utilize “Create your Widget” to build personalized dashboards via AI prompts, consolidating information from the web and Google apps like Gmail and Calendar into a single, real-time desktop view.
Google is collaborating with partners including Acer, ASUS, Dell, HP, and Lenovo to produce premium hardware for this new category. Launching in fall, each Googlebook will be distinguished by a signature “glowbar” and high-end craftsmanship. While this announcement serves as a sneak peek into the transition from traditional operating systems to “intelligence systems,” more details on the full lineup are expected later this year.
Alphabet Inc. (NASDAQ:GOOGL) has now evolved into an AI-first company, integrating GenAI across its Google services and offering the Gemini suite of models. Its Google Cloud infrastructure provides the specialized TPU hardware and Vertex AI platforms necessary for enterprises to build and deploy large-scale AI applications.
3. Oklo Inc. (NYSE:OKLO)
1-Year Performance: 155.22%
Oklo Inc. (NYSE:OKLO) is one of the unstoppable AI stocks to buy now. On May 12, Oklo announced a Strategic Partnership Project with Idaho National Laboratory/INL to use the Prometheus AI platform for accelerating advanced reactor and fuel-system designs. This collaboration aims to streamline engineering workflows and technical documentation for the Pluto reactor, an advanced system designed to use plutonium-bearing fuels.
The project is part of the US Department of Energy’s Reactor Pilot Program and the broader federal “Genesis Mission,” which focuses on AI-accelerated innovation. The partnership uses AI agents to interact with Oklo’s existing multiphysics design infrastructure, allowing the system to execute design pipelines and process results automatically. To ensure safety and accuracy, these AI-enabled workflows are designed to keep a human operator in the loop for final oversight and decision-making.
By integrating these tools, the teams expect to improve engineering efficiency and shorten development timelines for next-generation nuclear systems. This agreement grants Oklo Inc. (NYSE:OKLO) access to specialized expertise and facilities at INL, the nation’s primary center for nuclear energy research. The initiative reflects a growing trend of applying machine learning and AI to nuclear physics to meet national energy goals.
Oklo Inc. (NYSE:OKLO) develops advanced fission technology to provide the high-density, carbon-free power required to meet the electricity demands of AI data centers. Its powerhouse designs are marketed to support the AI-driven infrastructure needed for continuous, large-scale computing operations.
2. Applied Materials Inc. (NASDAQ:AMAT)
1-Year Performance: 156.68%
Applied Materials Inc. (NASDAQ:AMAT) is one of the unstoppable AI stocks to buy now. On May 3, Applied Materials entered into a definitive agreement to acquire the NEXX business from ASMPT Limited to expand its portfolio of panel-level advanced packaging technologies. NEXX is a leading supplier of large-area deposition equipment, which is critical for building the high-performance AI accelerators required for modern workloads.
By integrating NEXX’s electrochemical deposition/ECD technology, Applied Materials aims to accelerate the industry’s transition from 300mm silicon wafers to larger panel form factors. The acquisition addresses the growing demand for larger chiplet-based designs that integrate multiple GPUs and high-bandwidth memory stacks. As AI architectures become more complex, shifting to larger substrates allows for substantially higher output and more energy-efficient performance.
This deal complements the company’s existing capabilities in digital lithography, PVD, CVD, and metrology, enabling the company to offer more comprehensive, co-optimized solutions for AI chipmakers. The transaction is expected to close within the next few months, pending customary conditions, and does not require regulatory approvals. Upon completion, the NEXX team will be integrated into Applied Materials Inc.’s (NASDAQ:AMAT) Semiconductor Products Group while remaining based in Billerica, Massachusetts.
Applied Materials Inc. (NASDAQ:AMAT) provides the foundational semiconductor equipment and materials engineering required to manufacture the advanced chips that power AI infrastructure. Its technologies are critical for producing high-performance GPUs, HBM, and next-gen logic chips.
1. Vertiv Holdings Co. (NYSE:VRT)
1-Year Performance: 263.32%
Vertiv Holdings Co. (NYSE:VRT) is one of the unstoppable AI stocks to buy now. On May 5, Vertiv appointed Frieda He as Chief Procurement Officer to lead its global procurement organization. In this role, she will focus on strengthening supply chain resilience, optimizing costs, and driving supplier quality across Vertiv’s power and thermal management portfolio. Her appointment comes as the company scales to meet the increasing demand for high-density digital infrastructure driven by AI.
She brings nearly 20 years of experience in global supply chain leadership, most recently serving as CPO at Polestar, where she managed over $3 billion in annual global spend. Her background also includes senior roles at Volvo Cars, where she oversaw a $9 billion procurement organization and played a significant role in the company’s transition to electrification. Her expertise spans global sourcing, cost engineering, and managing complex supply chains through periods of global disruption.
Based in Columbus, Ohio, she will join Vertiv Holdings Co.’s (NYSE:VRT) executive team to drive operational discipline and value creation. Her focus will include advancing sustainability and regulatory compliance while building strong partnerships within the global data center and critical infrastructure ecosystem.
Vertiv Holdings Co. (NYSE:VRT) provides the critical cooling and power infrastructure essential for managing the intense heat and energy demands of AI high-density data centers.
While we acknowledge the potential of VRT to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VRT and that has 100x upside potential, check out our report about the cheapest AI stock.
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