Artificial intelligence (AI) is already transforming many industries, but not all tech companies will benefit equally. The companies with the most potential notched their AI lead years ago before their rivals had even jumped on the AI trend.

Consumer Electronics Show (CES) 2025 revolved around AI. If not, it’s all that exhibitors could show. Talking about the highlight of the show, it was undoubtedly the keynote from Jensen Huang.

With some of the biggest AI players going all-in on this technology, it might make existing AI powerhouses, like Palantir (NASDAQ: PLTR), a bit nervous. Palantir emerged as one of the best pure-play AI investments in 2024.

Having said that, if I were to choose just one stock to invest in AI, it would have to be Amazon ( AMZN -0.32%). It offers an excellent combination of growth potential and safety, and there's a solid case to be made that it is the most attractively valued of the megacap tech stocks right now.