This is what Nvidia claims could be the next big trend in artificial intelligence. These 3 stocks could be big winners.

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Artificial intelligence (AI) stocks have been some of the best investments in recent years. But you might wonder about the next big trend in AI and which stocks might be poised to benefit the most.

Chip maker Nivea (NASDAQ:NVDA) is currently at the forefront of all things AI. Its chips will be used to help the AI revolution. And one trend that Nvidia sees emerging this year is AI agents. Nvidia CEO Jensen Huang believes that this is the year that delegates will be engaged at the highest level. Agents can follow instructions and automate many simple tasks for users, such as moving a cursor and filling out a form.

Today, they include three stocks that allow customers to use AI agents Microsoft (NASDAQ: MSFT ), sales force (NYSE: CRM )And Now service (NYSE: NOW ). Here’s more on why you can benefit from this trend and why you might want to consider investing in these stocks.

Tech giant Microsoft is already big. AI inventory And one of the most valuable companies in the world, worth north of $3 trillion. But the opportunities in AI are heating up.

Microsoft has already launched Copilot, its AI assistant in popular office applications like Word, Outlook and Excel. And with the company’s Copilot Studio, you don’t even need to be a developer to create your own agents. Microsoft’s big advantage here is that its Office applications are used by businesses around the world, and this is a huge opportunity for the company to upset its customers.

AI represents a promising growth opportunity for Microsoft, and CEO Satya Nadella said next quarter the company is on track to surpass the $10 billion annual revenue execution rate it expects from its AI business. And if that happens, it will be the fastest of any of his businesses to reach that milestone.

Microsoft stock is trading at 35 times that. Subsequent earningsIt may still be a good buy for the trip as the business seems poised to become a leader in AI.

Another company that is focusing heavily on agents is Salesforce. Its “AgentForce” helps provide support to both employees and customers. May assist in scheduling meetings for sales representatives and help the representatives answer product-related questions. Similar to Microsoft, it allows users to create their own agents with a “low-code developer” or use pre-built agents.

Companies have a lot of their data on Salesforce’s customer relationship management software, which makes using Agentforce an easy option to access existing data and automate processes. The company’s sales haven’t taken off and growth remains in the single digits, but AI agents could open a promising future for Salesforce.

At more than 50 times earnings, this is a stock to own, but that much drops to 29 when looking at next year’s earnings estimate. And in the long run, the company could be an even better buy if demand for its AI-agents takes off.

Rounding out this list is ServiceNow, a technology company that helps businesses automate business processes, with AI agents being a natural extension of that. With the current platform, the AI agents can collaborate on company-wide operations and solve problems. While Salesforce is primarily focused on sales and marketing, ServiceNow is more focused on IT service management.

CEO Bill McDermott sees a huge opportunity for the company, saying in an October earnings statement that the company “represents a next-generation technology shift in the power to put people to work.”

Servicing is currently growing faster than 20% (the best on this list), but investors should pay a bigger premium for the growth stock — it trades at a whopping 64 times next year’s estimated earnings. But if the opportunity in AI agents confirms that management is waiting for a big stimulus, the stock can still make a big purchase despite its high price.

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David Jagielski It has no place in the said shares. The Motley Fool has positions in and recommends Microsoft, Nvidia, Salesforce and ServiceNow. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 calls on Microsoft for $405. The Motley Fool has Disclosure Policy.

This is what Nvidia claims could be the next big trend in artificial intelligence. These 3 stocks could be big winners. Originally published by The Motley Fool.