AI has already turned Nvidia into a $4.3 trillion company. Who will join the trillion dollar club next, thanks to the AI trend?
Artificial intelligence (AI) is a huge trend in the stock market – an obvious statement, I know. But it can be a difficult trend to really quantify with hard numbers. However, the best evidence I can offer for the value of AI is the multi-billion dollar companies that have risen (and will likely continue to rise) as a result of the AI trend.
Nvidia is probably the best-known AI company worth a trillion dollars. It broke the $1 trillion valuation in 2023 as companies clamored to buy its GPU chips to run AI programs. It is currently the most valuable company in the world, with a market capitalization of $4.39 trillion.
So the question is less: ‘Will AI create the next generation of trillion-dollar stocks?’ and more “Which companies are the next trillion-dollar companies that AI could create?”
Image source: Getty Images.
South Korea’s technology giant
Of the three companies we will discuss here, Samsung (SSNL.F +55.02%) is closest to the trillion dollar mark, with a current market cap of $772.8 billion. The company is up 217% in the last twelve months.
AI needs more than just GPUs to work; it also needs Random Access Memory (RAM) and Dynamic Random Access Memory (DRAM) to remember the training data and draw conclusions from it.
That memory demand nearly tripled Samsung’s operating profit in the fourth quarter of 2025 compared to the fourth quarter of 2024. And that’s a trend that Samsung will continue for a while, as RAM prices are expected to rise by as much as 50% or more in the first quarter of 2026 compared to the fourth quarter of 2025.
There are no guarantees, of course, but Samsung is the tech company closest to joining the trillion-dollar club.
Today’s change
(55.02%)$11 p.m
Current price
$64.82
Key data points
Market capitalization
$432 billion
Day range
$64.82 -$64.82
Range of 52 weeks
$38.83 -$65.21
Volume
1.5K
Avg. full
25
Gross margin
35.87%
Dividend yield
1.80%
Don’t forget to remember
Based in Idaho Micron technology (MU +3.17%) is the furthest of these three from the trillion-dollar mark, valued at $469.5 billion. But it’s also poised to take advantage of the memory shortage in the same way Samsung did.
The company is up 373% over the past twelve months, and in the first quarter of fiscal 2026 (ending November 27, 2025), revenues rose 57% year over year. And the company’s net income rose 180% year over year in that same quarter. Not as big a leap as Samsung, but still impressive.
Micron still has further to go than Samsung, but benefits from the same opportunities and the potential is there.
Today’s change
(3.17%)$12.13
Current price
$395.02
Key data points
Market capitalization
$431 billion
Day range
$373.00 -$396.56
Range of 52 weeks
$61.54 -$455.50
Volume
1.5M
Avg. full
32M
Gross margin
45.53%
Dividend yield
0.12%
Go Dutch
ASML (ASML +4.66%) has been getting more attention lately, but that’s for good reason. The company essentially has a monopoly on the extreme ultraviolet (EUV) lithography machines needed to produce advanced semiconductors.
It currently has a market cap of $542 billion, so it’s also much further away from $1 trillion than Samsung, but it’s also been on a steady, if less explosive, growth trajectory than Samsung or Micron.
Today’s change
(4.66%)$62.85
Current price
$1413.01
Key data points
Market capitalization
$523 billion
Day range
$1368.52 -$1415.97
Range of 52 weeks
$578.51 -$1493.47
Volume
2M
Avg. full
1.7 million
Gross margin
52.80%
Dividend yield
0.55%
For ASML’s 2025 annual results, revenue increased by 20.6% compared to 2024 and net income grew by 32.4% over the same period. Demand is also not decreasing, as ASML saw orders for new lithography machines grow by 48%, from 18.89 million in 2024 to 28 million in 2025.
Like Micron, ASML still has a long way to go to join the trillion dollar club, but as the world’s only supplier of EUV lithography machines it also has the potential to break the $1 trillion mark.
