Elon Musk has always had a massive influence on the technology world. From electric vehicles to space exploration and pioneering private space ventures, his ventures constantly redefine industries. Now, Musk’s ambitious push into artificial intelligence through projects like xAI and Tesla’s autonomous technology is sending ripples across Wall Street. Investors are eager to identify which stocks could benefit most from Musk’s growing AI empire.
Here are five AI stocks closely tied to Musk’s vision and moves, each offering a unique angle on the AI revolution.
1. NVIDIA (NVDA)
When it comes to AI, NVIDIA is Musk’s indispensable partner. His companies, including Tesla and xAI, rely heavily on NVIDIA’s cutting-edge GPUs, particularly the powerful H100 chips. Musk reportedly ordered over100,000 H100GPUs to power xAI’s Grok chatbot, with even larger orders expected for upcoming versions. Simply put, without NVIDIA’s hardware, much of Musk’s AI vision would be stalled.
2. Dell Technologies (DELL)
Behind every AI model lies massive computing infrastructure, and Dell is building half of the server racks for xAI’s Grok supercomputer. With Wall Street analysts projecting Dell’s AI-driven momentum to continue, Musk’s reliance on the company positions it as one of the biggest beneficiaries of the ongoing AI gold rush.
3. Super Micro Computer (SMCI)
Super Micro may not be a household name, but it’s one of the quiet powerhouses of the AI revolution. The company specializes in building advanced AI servers, capable of shipping more than 2,000 racks per month. Its liquid-cooled designs make it a natural fit for Musk’s massive AI infrastructure needs. With xAI scaling aggressively, SMCI is perfectly positioned to ride that growth.
4. Tesla (TSLA)
Though best known for electric vehicles, Tesla is increasingly becoming a company prioritising AI first. Musk has made no secret of his ambition to turn Tesla into the world leader in autonomy, robotaxis, and humanoid robotics. The company is investing heavily in AI training chips and advanced hardware platforms, while also experimenting with partnerships with chipmakers like Samsung and TSMC. For Musk, Tesla isn’t just about cars but about leading the next era of intelligent machines.
5. Alphabet (GOOGL)
Interestingly, Musk himself has acknowledged Google’s lead in AI, crediting the company’s unmatched data advantage through DeepMind and its wide integration across products. While not a Musk-owned company, Alphabet represents a powerful competitor and inspiration in the AI race. For investors, it’s a reminder that the AI ecosystem is larger than Musk’s empire, and that diversification into established AI leaders is a wise play.
These five stocks illustrate how Elon Musk’s AI ambitions are shaping market opportunities. Some are direct suppliers, others are his own ventures, and a few represent the competition he respects. Together, they highlight the intertwined ecosystem powering the AI revolution.
For investors, following Musk means watching the companies building the chips, servers, and platforms fueling his AI dreams. Whether you’re bullish on Musk or simply on AI, these stocks capture some of the most exciting growth stories of the decade.
