AI investing

In 2025, Nvidia's revenue reached $130 billion – a 114% year-over-year increase, driven almost entirely by demand for AI chips. Microsoft, Google, Amazon, and Meta spent over $380 billion on AI infrastructure in 2025, and plan to nearly double that figure in 2026. Artificial intelligence has become one of the key growth drivers in the technology sector.

AI is applied in healthcare, finance, logistics, and cybersecurity. Companies developing this technology demonstrate some of the strongest growth dynamics on the market – which is why the AI sector is attracting a growing number of investors. Let's break down how the industry works and what AI investment opportunities are available on the Regolith platform.

Investing in AI Companies and Stocks on an Investment Platform

AI investing means putting capital into big tech companies that develop and apply artificial intelligence technologies: from content generation and autonomous driving to financial analytics and medical diagnostics.

The competitive advantage of AI companies is built on data, computing infrastructure, and team expertise. The more data a model processes, the more accurate it becomes – and the harder it is for competitors to reach the same level. For investors, this means a high barrier to entry for new players and strong market positions for leaders.

What AI Investing Represents

The AI sector includes several key areas:

• Model development. Companies that build and train neural networks for working with text, images, code, and data. Examples: OpenAI (ChatGPT), Anthropic (Claude), Google DeepMind.
• Infrastructure and chips. Manufacturers of processors and hardware for training AI models. NVIDIA holds over 80% of this market – its GPUs are used in virtually every major AI project. Also in this segment: AMD, Broadcom, Marvell.
• Applied AI services. Companies that integrate artificial intelligence into specific industries: healthcare, logistics, legal services, industrial automation. Examples: Palantir (data analytics), UiPath (process automation).
• Data and analytics. AI models are trained on large datasets. Companies that collect, structure, and process this data form a separate segment of the sector. Examples: Databricks, Snowflake, Scale AI.

AI Opportunities Available on the Regolith Marketplace

AI companies on the Regolith platform are available at different stages of development:

• Startups. Early-stage teams developing AI solutions for specific industries. For example, SkillBranch AI – a service for real-time speech translation into 70 languages using neural networks. The earliest stage: higher risk, but the potential for significant returns.
• Pre-IPO. Companies that have already proven their business model and are preparing for a public listing. Example on the platform: Dataminr – a service that uses AI to analyze data in real time and forecast risks for businesses and government agencies.
• IPO. Companies at the stage of their initial public offering. Among them – model developers, chipmakers, cloud platforms. A shorter investment horizon compared to Pre-IPO and startups. AI companies periodically appear in the IPO section on Regolith – follow marketplace updates.
• ETF. Funds that combine dozens of companies in a single portfolio. Example on the platform: AIQ (Global X AI & Technology ETF) – a fund that includes companies developing and deploying AI technologies, from chipmakers to algorithm developers.

How to Start Investing in AI Companies Through Regolith

The process consists of four steps:

1. Registration. Create a personal account and complete verification.
2. Choose a project. The marketplace features AI companies at various stages – from startups to ETFs. Each deal comes with a detailed overview: analytics, participation terms, and key company metrics.
3. Purchase. Select the amount and transfer funds. The platform handles all legal support and document processing.
4. Monitoring. Track the status of your investments and portfolio company updates in your personal account.

Who is AI investing for?

Machine learning investing suits those considering investments with a 1 to 5-year horizon who are comfortable with higher risk for potentially greater returns. The AI sector is one of the fastest-growing areas in the market, but investing in it requires an understanding that not every project will succeed.

On the Regolith platform, you can choose a format that matches your goals: ETFs for broad sector exposure, Pre-IPO for early-stage access to major companies, or startups with maximum growth potential.