The company that benefits the most, would be the one who is savviest about understanding what Machine Learning (it's never really "AI") can do well, and what it cannot. Lots of companies will lose a lot of money attempting it, because they don't understand the technology, or more generally how to evaluate the usefulness of new technology, well enough to figure out what it can and cannot do well.
So, the companies that still have tech (usually founder) CEO's making decisions, or at least a CEO who listens to smart tech advisors, is the one that will actually benefit from machine learning. This used to be Google, but their tech founders left and their initial response to ChatGPT does not suggest the replacement still understands how to do this sort of thing. Picking the right company is akin to asking, "who is good at implementing new tech in a sensible way?" If you knew that, you should buy their stock regardless of your opinions on "AI".