These 3 AI Winners Don’t Sell the Tech—They Use It

Summary

As the AI industry remains in its early stages, investors have understandably focused on companies in the center of the space: those firms that build the hardware and infrastructure necessary to run AI systems, for example, or those that build and power data centers. Many large, well-established companies don't need to be part of this foundational aspect of AI in order to reap the benefits, however. Rather, these firms can utilize AI to bring costs down, increase revenue, boost customer retention, and so on. In this landscape, companies outside of the tech space may be positioned as winners from AI even without being directly involved, so long as they have features like valuable proprietary data or large customer bases. Below are some of the invisible AI companies using and benefiting from the tech despite not making or selling it.Get Intuit alerts:Sign Up Intuit's Integration of AI Continues to Drive Growth, Cost SavingsIntuit Stock Forecast Today12-Month Stock Price Forecast:$468.8458.22% UpsideModerate BuyBased on 32 Analyst RatingsCurrent Price$296.33High Forecast$875.00Average Forecast$468.84Low Forecast$250.00Intuit Stock Forecast DetailsA maker of bookkeeping, tax prep, and other financial software, Intuit Inc. NASDAQ: INTU has successfully embedded AI into its existing products like TurboTax and QuickBooks. This allows users to more easily categorize expenses, draft invoices, generate financial forecasts, and more. For data-heavy financial processes like the ones Intuit aims to serve with its products, the boost provided by AI can be significant. The company is heading into the second half of 2026 (and the final quarter of its fiscal year) with a strong financial footing. Revenue increased by 10% year over year (YOY) last quarter, and non-GAAP earnings per share (EPS) are up as well, with both top and bottom lines beating guidance. Management also recently raised full-year outlooks on both metrics. AI has also allowed Intuit to make workforce reductions of 1...