Two Overlooked AI Stocks Positioned for Strong Gains in the AI Infrastructure Boom

The artificial intelligence sector continues to offer compelling investment opportunities beyond the obvious mega-cap plays. While most investors focus on industry leaders like Nvidia (NASDAQ: NVDA), two other ai stocks trading on the Nasdaq are worth serious attention due to their unique positioning in the rapidly expanding AI ecosystem. CoreWeave (NASDAQ: CRWV) and SoundHound AI (NASDAQ: SOUN) represent distinct opportunities in the infrastructure and voice AI segments—areas experiencing explosive demand.

CoreWeave’s Revenue Engine Accelerates Amid Data Center Demand Surge

CoreWeave operates as a specialized cloud infrastructure provider, offering dedicated AI data center capacity powered by graphics processing units (GPUs) from major chip manufacturers. The company has built a compelling business by eliminating the need for customers to purchase expensive hardware—instead, enterprises like Meta Platforms, Microsoft, and OpenAI can simply rent computing resources as needed.

The demand signal is unmistakable. CoreWeave’s revenue backlog reached an extraordinary $56 billion by the end of Q3 2025, representing a 271% year-over-year jump. This staggering figure reflects the intense appetite for AI compute capacity. The company guided for $5 billion in revenue for 2025, with analysts projecting this could more than double to $12 billion in 2026.

What’s particularly noteworthy is CoreWeave’s enhanced competitive position. Nvidia invested $2 billion in the company to accelerate its data center expansion, and the two firms partnered to develop 5 gigawatts of AI infrastructure by 2030. Additionally, CoreWeave will become among the first to deploy Nvidia’s upcoming Vera Rubin chips, which promise to reduce inference costs by up to 10x and cut GPU requirements for model training by 4x. These partnerships and technological advantages position this ai stocks candidate to convert its massive backlog into revenue faster than many market participants anticipate.

SoundHound AI: Extreme Valuation Discount Creates Opportunity

SoundHound AI’s voice AI technology has become increasingly attractive for enterprises seeking to automate customer interactions and extract insights from conversation data. The technology spans multiple sectors—automotive, restaurants, healthcare, retail, and banking—creating a diversified revenue base.

Yet the stock has faced significant headwinds. Shares have declined more than 65% from their 52-week high set last October, now trading at less than 20 times sales compared to 27 times at year-end 2025. At these levels, this beaten-down ai stocks candidate appears undervalued relative to its growth trajectory.

The fundamental business momentum tells a different story than recent price action. SoundHound’s AI Amelia agentic platform is gaining traction, tapping into a market segment estimated to grow nearly 20-fold to $47.5 billion by 2034. The company reported cumulative subscriptions and bookings totaling $1.2 billion by end of 2024, up 75% from the prior year—a metric that demonstrates consistent expansion in its forward revenue commitments.

Why These Infrastructure and Voice AI Segments Matter Now

The broader context matters for understanding why these two ai stocks deserve investor scrutiny. AI infrastructure providers like CoreWeave face genuine supply constraints and accelerating customer demand, creating a classic scenario for operational execution to drive stock appreciation. Meanwhile, voice AI remains a nascent but rapidly scaling technology layer, with SoundHound’s aggressive customer expansion suggesting the company is capturing early market share before competition intensifies.

The contrast between CoreWeave’s massive backlog conversion potential and SoundHound’s attractive valuation after its recent correction creates an unusual opportunity set within the ai stocks universe. Both companies address genuine bottlenecks in AI deployment—computing resources and conversational interface capabilities—that enterprises cannot easily ignore.

Investors considering exposure to AI infrastructure themes beyond the household names would be wise to evaluate both opportunities, recognizing that emerging specialists often deliver outsized returns once market recognition catches up to fundamental acceleration.