CrowdStrike (CRWD), Roblox (RBLX), GE Vernova (GEV), and Nebius (NBIS) are among 30 companies that will define the future of the artificial intelligence theme over the coming years, Wedbush analysts wrote in a note Sunday.

Webush said that CrowdStrike is well placed to benefit from the AI revolution as it expands its offerings with additional modules. The company's data protection products and Charlotte AI are witnessing strong adoption, it said.

The brokerage said that Roblox is providing its developers with a "compelling" set of incentives, and its AI-driven initiatives are boosting platform adoption, which will yield stronger monetization in the coming quarters.

Webush said that GE Vernona "continues to capitalize on elevated demand for electrification with the continued buildout of data centers across hyperscalers while providing necessary tools for grid management."

It added that Nebius is seeing strong demand for its AI infrastructure business as it looks to boost its data center capacity in the coming years.

The brokerage removed C3.ai (AI), CyberArk Software (CYBR), Adobe (ADBE), and Elastic (ESTC) from its list of 30 AI companies.