By Simply Wall St
Publication Date: 2026-10-19 19:35:00
Global markets are watching big tech earnings this week to see whether heavy AI spending is turning into real revenue. That spotlight puts profitable AI builders in a different category from cash burners. Investors who care about earnings as much as hype are starting to focus on companies already using AI to generate cash today. This article breaks down three such stocks from our screener that fit that profile.
The three profitable AI stocks highlighted below are only a starting sample. The full screen surfaced 36 more businesses using AI in ways that build equally compelling narratives not covered here. To identify your own highest conviction ideas, head straight into the Profitable AI Stocks screener to filter and analyze the full profitable AI universe.
NVIDIA (NVDA)
NVIDIA is widely seen as a leader in profitable AI, with its data center GPUs and software stack powering the heavy lifting behind many large AI workloads. Its gaming and automotive segments remain meaningful but secondary contributors.
NVIDIA Corporation runs two main operations. Compute & Networking, which includes its data center AI hardware and software platform, generates about US$275.4b in revenue, while the Graphics arm adds roughly US$27.6b. That AI engine supports a market capitalization of approximately US$5,170.6b.
“Uptake of an open-source/cheaper/better platform than Nvidia’s CUDA would heavily undermine Nvidia’s moat and enable any sizeable firm to directly engage semiconductor manufacturers,…