Although the AI landscape is transitioning from Stage 1 to Stage 2 -- AI infrastructure will remain an essential pillar of this theme for the next decade

Here are the best ways to capitalize on this shift  👇

1.  $NVDA -- Dominating AI hardware with 95% market share in GPUs for machine learning, enabling generative AI, robotics, and autonomous systems. The company’s AI chips power 70% of large AI models, cementing its role as a backbone of AI infrastructure.

2. $AMZN -- AWS drives 32% of global cloud infrastructure spend, supported by custom AI chips (Trainium and Inferentia) and advanced logistics optimization. With AI powering its core operations, Amazon is set to dominate the $5T retail and cloud markets.

3. $MSFT -- Azure commands 23% of the cloud market, integrating AI agents like Copilot across its ecosystem. Microsoft’s $10B investment in OpenAI positions it as a key player in generative AI and enterprise solutions.

4. $GOOGL -- Leading the AI revolution with Google Cloud's 10% market share in global cloud infrastructure, custom AI chips like TPU powering AI workloads, and AI agents embedded in products like Bard, Search, and Workspace, used by millions daily.

5. $ORCL -- Oracle is rapidly growing in the cloud market, with 50% YoY growth in Oracle Cloud Infrastructure (OCI), offering specialized AI and data solutions tailored for enterprise needs. Its dominance in database management systems ensures it remains critical for AI-powered applications.

6. $TSM -- Holding 60% of the global semiconductor foundry market, TSM is the sole provider of cutting-edge chips for $NVDA, $AAPL, and $AMD, powering the AI and consumer ecosystems.

7. $AVGO -- Supplies 100% of custom chips for hyperscalers like $AMZN & $GOOGL, enabling next-gen connectivity for AI-driven data centers. Broadcom’s AI-specific networking chips are essential for handling high-bandwidth AI workloads.

8. $ANET -- Controls 36% of the data center Ethernet switch market, providing ultra-fast networking solutions critical for scaling AI workloads in hyperscale environments.

9. $ALAB -- Revolutionizing data center infrastructure with proprietary PCIe and CXL connectivity solutions, solving data bottlenecks for hyperscalers like $GOOGL & $AMZN. Positioned at the heart of the next-gen AI economy.

10. $DOCN -- Serving 600K+ customers, DigitalOcean delivers affordable cloud solutions tailored to startups and SMBs. With its usage-based pricing, it’s enabling AI development for smaller enterprises in the $150B cloud market.