The landscape of AI technology could see a significant shift as the Trump administration reportedly considers easing restrictions on Poland’s access to U.S.-designed AI chips. According to Polish Deputy Digital Minister Dariusz Standerski, ongoing discussions with the new administration have been “very constructive,” with consultations set to conclude by May 15. This potential policy reversal follows concerns that the Biden administration’s initial decision to place Poland in a secondary tier for AI chip access was “irresponsible.”
During the AI Action Summit in Paris last month, Polish Deputy Prime Minister Krzysztof Gawkowski raised the issue directly with U.S. Vice President JD Vance, emphasizing the importance of AI collaboration among allies. Many technology groups and industry leaders have also urged the Trump administration to reconsider broad export restrictions that affect key U.S. partners.
AI Stocks Poised for Growth Amid Policy Changes
As AI remains at the forefront of technological innovation, investors are closely watching AI-focused stocks that stand to benefit from a more favorable regulatory environment. Using hedge fund interest as a key indicator, we have identified top AI stocks that could see increased demand if AI chip restrictions ease.
Palantir Technologies Inc. (NASDAQ: PLTR)
- Number of Hedge Fund Holders: 63
Palantir Technologies Inc. is a major player in the artificial intelligence sector, known for its advanced data analytics and AI-driven platforms. On March 12, investment firm William Blair maintained a “Market Perform” rating on Palantir, citing concerns over its “frothy” valuation despite strong AI growth projections.
The company has demonstrated impressive revenue growth, forecasting a 31% increase in 2025, along with an industry-leading operating margin of 45%. However, Palantir’s stock remains highly volatile, with its price movements closely correlated with the Nasdaq-100. Analysts caution that if the Nasdaq-100 trends downward, Palantir shares could experience amplified declines due to their high beta factor.
Despite market volatility, Palantir’s commercial expansion is notable. Between 2022 and 2024, the company’s revenue grew by 50%, while its headcount increased by just 3%, showcasing operational efficiency and scalability.
Why Hedge Funds Are Watching AI Stocks Closely
Institutional investors closely track AI stocks, recognizing their potential to outperform traditional market indices. Our research has consistently shown that following hedge fund investment strategies can yield significant returns. Since May 2014, a strategy of imitating top hedge fund picks has delivered a 373.4% return, outperforming benchmarks by 218 percentage points.
As AI chip access policies evolve, AI-focused stocks like Palantir could see increased investor confidence, potentially leading to strong market performance. With discussions between Poland and the U.S. administration ongoing, the future of AI partnerships and market opportunities remains a key area for investors to monitor.
