Prediction: 2 AI Stocks Will Be Worth More Than Palantir Technologies by Late 2028
Summary
This article predicts that Uber Technologies and CoreWeave will surpass Palantir Technologies' current $335 billion valuation by late 2028, each reaching over $340 billion. While Palantir has seen significant growth, Uber's AI-driven logistics and CoreWeave's specialized AI cloud infrastructure position them for substantial future expansion. The piece emphasizes the diverse nature of AI's impact and advises investors to consider a diversified approach to AI exposure, monitoring technological advancements and market penetration across different AI segments.
Prediction: 2 AI Stocks Will Be Worth More Than Palantir Technologies by Late 2028
Publication Date: July 12, 2025
Palantir Technologies (NASDAQ: PLTR) has been a standout performer in the technology sector, with its shares advancing an impressive 400% over the past year. This remarkable growth has propelled the company's market capitalization to a substantial $335 billion, solidifying its position as a key player in the artificial intelligence and data analytics landscape. Palantir's success is largely attributed to its robust platforms, Foundry and Gotham, which cater to both commercial and government clients, providing sophisticated solutions for data integration, analysis, and operational decision-making.
While Palantir's trajectory has been steep, the dynamic nature of the AI market suggests that other contenders are rapidly gaining ground. Looking ahead to late 2028, I predict that two other prominent AI-driven companies, Uber Technologies (NYSE: UBER) and CoreWeave (private, but with significant market traction), are poised to surpass Palantir's current valuation, each reaching or exceeding $340 billion.
The Case for Uber Technologies (UBER)
Uber Technologies, primarily known for its ride-sharing and food delivery services, is increasingly leveraging artificial intelligence to optimize its vast logistical network. AI algorithms are crucial for dynamic pricing, efficient route optimization, driver-partner matching, and enhancing customer experience. As Uber expands into new verticals like freight and autonomous vehicles, its reliance on advanced AI will only deepen. The company's massive global user base and extensive data insights provide a fertile ground for AI innovation, enabling it to unlock new revenue streams and improve operational efficiencies at scale. By 2028, the maturation of its AI-driven logistics and potential breakthroughs in autonomous driving could significantly boost its valuation.
The Rise of CoreWeave (CRWV)
CoreWeave, a specialized cloud provider focusing on high-performance computing (HPC) and AI workloads, represents a critical infrastructure play in the AI boom. Unlike general-purpose cloud providers, CoreWeave offers GPU-accelerated cloud infrastructure tailored for complex AI model training and inference. As AI development intensifies across industries, the demand for specialized computing power is skyrocketing. CoreWeave's strategic partnerships and ability to provide cutting-edge NVIDIA GPUs give it a significant competitive edge. The company is well-positioned to capitalize on the insatiable demand for AI infrastructure, making it a dark horse candidate for substantial valuation growth by late 2028. Its current private valuation, while not publicly disclosed, is rapidly escalating due to its pivotal role in the AI supply chain.
Market Context and Investment Implications
This prediction underscores a broader trend in the technology sector: the increasing diversification of AI's impact. While Palantir excels in data analytics and operational AI, Uber demonstrates AI's power in optimizing vast logistical networks, and CoreWeave highlights the foundational importance of specialized AI infrastructure. Investors should recognize that the AI landscape is not a zero-sum game. Growth in one area does not necessarily detract from another; rather, it often signifies a maturing ecosystem with multiple avenues for value creation.
For investors, this outlook suggests a need for a diversified approach to AI exposure. While Palantir remains a strong contender, considering companies like Uber for its AI-driven operational efficiencies and CoreWeave for its critical infrastructure role could offer complementary growth opportunities. Monitoring their respective technological advancements, market penetration, and financial performance will be key to validating these predictions. The AI market is evolving rapidly, and companies that can effectively leverage AI to create scalable, defensible business models are poised for significant long-term success.
Actionable Insights for Investors
- Diversify AI Exposure: Don't put all your eggs in one basket. Consider a portfolio that includes AI application leaders (like Palantir), AI-driven operational giants (like Uber), and AI infrastructure providers (like CoreWeave).
- Monitor AI Infrastructure Demand: Keep an eye on the demand for specialized computing power. Companies like CoreWeave are direct beneficiaries of the AI training boom.
- Assess AI Integration: Evaluate how deeply AI is integrated into a company's core business model and how it contributes to competitive advantages and scalability.
- Long-Term View: AI is a long-term growth driver. Volatility is expected, but the underlying trends suggest sustained innovation and adoption.
This analysis is a forward-looking prediction based on current market trends and technological advancements. Investment decisions should always be made after thorough research and consultation with a financial advisor.