As artificial intelligence (AI) reshapes industries and workflows at lightning speed, investor attention has largely focused on Nvidia (NASDAQ: NVDA).
But beyond this AI titan, a new wave of tech leaders is driving the infrastructure and software essential to AI’s rapid adoption.
Here are five US tech stocks powering AI’s growth with strong 2025 earnings.
Palantir Technologies (NASDAQ: PLTR)
Palantir develops tools that help organisations to understand and use complex data to guide their decisions.
In the first quarter of 2025 (1Q 2025) ending on 31 March 2025, Palantir reported a rise in revenue of 39% year-on-year (YoY) to US$884 million.
This growth was driven by the growth in their US business which reported a rise in revenue of 55% YoY to US$628 million.
The key contributors to the surge in US revenue were from its government and commercial segments.
In 1Q 2025, US commercial revenue saw an increase of 71% YoY to US$255 million.
Meanwhile, US government revenue climbed 45% YoY to US$373 million.
On 13 March 2025, Palantir announced its partnership with Archer Aviation Inc (NYSE: ACHR), an electric aircraft company developing air-taxi services.
The partnership involves Archer leveraging Palantir’s AI capabilities to accelerate the development of next-gen critical aviation systems.
This collaboration strengthens Palantir’s foothold in both the aviation and defence sectors.
Oracle Corp (NYSE: ORCL)
Oracle is a global provider of enterprise data solutions and cloud software.
For the fourth quarter of fiscal 2025 (4Q FY2025) ending 31 May 2025, Oracle reported a total revenue climb of 11% YoY to US$15.9 million.
The firm also saw an increase in profits of 9% YoY to US$3.4 million.
This growth can be attributed to the increase in cloud services and infrastructure adoption as seen in total cloud revenue, which increased 27% YoY to US$6.7 billion.
Additionally, the company’s remaining performance obligations increased by 41% YoY to US$138 billion.
This increase indicates a large backlog of contracted revenue which supports future cash flows and profits.
On 12 June 2025, Oracle announced its expanded partnership with semiconductor giant Nvidia.
Oracle is integrating Nvidia’s AI Enterprise into Oracle Cloud Infrastructure Console, connecting developers with a global network of Graphics Processing Unit (GPUs).
This partnership strengthen’s Oracle’s cloud service offerings for data centres and the AI industry.
Marvell Technology Inc (NASDAQ: MRVL)
Marvell Technology manufactures tailored semiconductors for AI and cloud infrastructure.
For 1Q FY2026 ending 3 May 2025, Marvell reported revenue of US$1.9 billion which grew by 63% YoY.
The company also saw a large turnaround, going from a net loss of US$215.6 million in 1Q FY2025 to a profit of US$177.9 million in 1Q FY2026.
The strong performance can be credited to an increase in revenue for the carrier infrastructure and data centre segments.
For 1Q FY2026, data centre revenue grew 76% YoY to US$1.4 billion which was driven by strong demand for AI applications.
Similarly, carrier infrastructure saw a boost in revenue of 93% YoY to US$138 million which was driven by the massive mobile data growth with 5G deployment.
On 29 May 2025, Marvell announced a multi-die solution which lowers the total cost of ownership of AI accelerator silicon.
This solution packages multiple chip components together to enable customised AI accelerators to be more efficient and reduce power consumption.
Marvell will then be able to capture the high demand for AI infrastructure and increase its market share.
Alphabet Inc (NASDAQ: GOOG)
Alphabet is the parent company of Google which manages a portfolio of different businesses such as cloud services, search engines and Youtube.
In 1Q 2025, Alphabet reported robust earnings with a 12% YoY growth in revenue to US$90.2 billion.
The firm also saw an uptick of 46% YoY in profits to US$34.5 billion.
This strong performance was primarily driven by advertisements from Google Services and Google Cloud adoption.
For this quarter, Google Services revenue increased 10% YoY to US$77.3 billion.
The most significant increase in this segment was in Google’s subscription, platforms and devices which saw a 19% YoY growth in revenue to US$10.4 billion.
This climb in subscription revenue was driven by the over 270 million paid subscriptions for Youtube and Google One.
The company’s consumer AI focus also played a key role in Google Services revenue growth from the release of Gemini 2.5 AI model to the AI Overview function in Google Search.
Likewise, Google Cloud’s revenue rose by 28% YoY to US$12.3 billion.
This surge in cloud revenue was driven by the increase in demand for Google Cloud Platform products and its generative AI solutions.
On 20 May 2025, Google announced AI Mode in Google Search.
AI mode would be Google’s most advanced search tool with multimodality features and suitable for deep research.
Arista Networks INC (NYSE: ANET)
Arista Networks offers client-to-cloud network solutions for large AI, data centres, campus and routing environments powered by their Extentible Operating System (EOS).
For 1Q 2025, Arista reported a 27.6% YoY growth in revenue to US$2 billion.
Arista also saw a 27.6% YoY growth in profit to US$813.8 billion.
One of the key drivers for this growth would be the introduction of Cluster Load Balancing (CLB) and CloudVision Universal Network Observability (CV UNO).
These new systems enable Arista to capitalise on the booming AI market by providing optimised AI cluster performance and AI job reliability.
On 1 July 2025, Arista announced the acquisition of the VeloCloud SD-WAN portfolio from Broadcom Inc (NASDAQ: AVGO).
This acquisition enabled Arista to expand its offerings beyond data centres to Wi-Fi, firewalls and smart routing in offices with the addition of AI features.
Moving forward, Arista will have the opportunity to build its foothold in the adjacent SD-WAN network and campus networking market.
Get Smart: The next wave of AI winners
While NVIDIA continues to dominate headlines, the broader AI ecosystem is teeming with high-potential companies quietly building the foundation of tomorrow’s intelligent world.
From cloud computing and enterprise software to AI-specific chips, these five tech stocks are proving their value through robust 2025 earnings and strategic innovation.
Smart Investors who look carefully may uncover the next breakout winners in the ongoing AI revolution.
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Disclosure: Gabriel Lim does not own shares in any of the companies mentioned.
