Artificial intelligence (AI) investing experienced a shakeup at the end of January with the release of DeepSeek's R1 model. This model was reported to have been trained far more cheaply than its U.S.

Countless companies stand to benefit from AI, but these stocks have AI and automation as a central part of their businesses.

The popular phrase "reports of my death are greatly exaggerated," an adaptation of a famous Mark Twain quote, is a terrific way to describe Nvidia (NASDAQ: NVDA) after the DeepSeek bombshell (more on this below) sank its stock more than 20%.

C3.ai is capturing strong demand for commercial AI solutions with tools to improve productivity and operational efficiency. BigBear.ai has carved out a niche supporting mission-critical intelligence for the defense sector while moving forward with a unique focus on vision-enabled AI.