Along with Nvidia, these two companies will become key players in the AI market in the coming years, reshaping the technological landscape.
These two stocks could capture a significant share of a $13 trillion market by 2030. This is the figure that, according to Wall Street estimates, artificial intelligence could represent in the coming years.
While everyone is talking about ChatGPT or other generative AI programs, there are those working behind the scenes to actually get AI up and running. These are companies that don’t make the headlines, but they are building the technical infrastructure that allows intelligent systems to function smoothly, manage data in real time, and keep everything running smoothly.
In this scenario, two companies are poised to carve out a leading role. If the AI boom continues, as many analysts predict, they could prove to be among the most interesting and strategic stocks of the coming years.
1) Confluent
Among the stocks under analyst scrutiny is Confluent, whose platform is transforming enterprise data management. Today, everything revolves around data. And Confluent has developed a platform that allows companies to collect, analyze, and use it in real time, as it’s generated. In other words, it’s like going from fax to WhatsApp. A critical infrastructure evolution, especially in a world where chatbots, predictive models, and AI applications require continuous, up-to-the-second information flows.
Among Confluent’s clients is Walmart. Thanks to its AI platform, the inventory systems of the world’s largest retail company can know, in near real time, when a product has been sold, automatically updating stocks online and in stores. This is thanks to data streaming, a technology that is becoming indispensable for those who want to offer customized services and immediate responses. And it’s not just about retail; the same system can be applied to banks, insurance companies, betting platforms, and airlines.
With over 6,140 customers and expected revenue of $1.1 billion in 2025, Confluent has already established itself as a cornerstone of the new data economy. The stock, with a P/S ratio of 7.7, is below its three-year average (10.7) and, according to UBS, could reach $32 in the medium term.
What could happen when companies use this technology not only to run operational data, but to directly train their AI models on customized, real-time data streams? This scenario could transform Confluent into one of the most strategic players in the industry.
2) Datadog
Another giant to watch is Datadog. Its cloud observability platform allows companies to constantly monitor the health of their digital systems, preventing errors and optimizing performance. In recent months, Datadog has enhanced its offering. It has begun developing tools designed for those working with artificial intelligence, particularly large linguistic models (LLMs). These include a monitoring system dedicated to AI agents, autonomous software agents that respond to customers, manage operations, and make decisions in real time. Its goal is to ensure they function well, always.
The numbers highlight the platform’s growth. Over 4,000 companies already use these solutions, double the number from a year ago. Its clients include names like Netflix, JPMorgan, and Shopify. All companies that cannot afford errors or outages in their digital services.
Datadog’s stock, despite having lost ground from its all-time highs, is still trading at a P/E of 17.4. This is higher than Confluent’s, but significantly lower than in the past, when it exceeded 60. Revenue is expected for 2025 to exceed $3.2 billion, up from previous estimates.
Datalog’s role could prove strategic in a world where AI will become increasingly autonomous. Every company implementing intelligent agents will need systems to monitor, correct, and improve their behavior. Datadog is at the forefront of this oversight and could become the key AI infrastructure provider that ensures security and reliability in the age of artificial intelligence.
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Original article published on Money.it Italy 2025-07-17 18:15:00. Original title: Queste 2 azioni domineranno un mercato da 13.000 miliardi di dollari entro il 2030
