By Simply Wall St
Publication Date: 2026-09-22 03:41:00
Talks between the US and China on artificial intelligence put a spotlight on where the real economic muscle is forming. Governments are treating AI like critical infrastructure, not just another tech trend. That level of attention can re-rate entire corners of the market, particularly stocks that appear inexpensive relative to their role in chips, software and cloud services. This article walks through three AI-related companies from our screener that currently screen as undervalued and may merit a closer look.
The three stocks in this article are just a starting sample from our undervalued AI list. The full screen surfaced 44 more companies with equally compelling narratives across chips, software, cloud and large language models that are not covered here.
To identify and analyze the highest conviction AI opportunities, head straight into the Undervalued Artificial Intelligence/ AI Stocks screener
NVIDIA (NVDA)
Overview: NVIDIA is a global chip and software company that supplies GPU hardware and AI platforms powering data centers, gaming, and automotive uses.
Operations: NVIDIA generates about US$275.4b from Compute & Networking and US$27.6b from Graphics, with revenue concentrated in the United States and Taiwan.
Market Cap: US$5,367.2b
NVIDIA matters for this AI screener because its data-center GPUs and software stack are a primary engine behind modern ChatGPT-style models and cloud AI infrastructure.
“Uptake of an open-source/cheaper/better platform than Nvidia’s CUDA…
