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From smartphones to data centers, ARM's architecture underpins it all — commanding a 50% share of hyperscaler CPU compute. But at ~124x forward P/E, the market has already priced in the next decade.
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The #2 player in custom AI chips (ASICs) and optical interconnects — alongside Broadcom, the two firms control roughly 95% of the custom chip design market. The real question for Marvell's trillion-dollar narrative: can margins close the gap with Broadcom?
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Beyond NVIDIA, AMD is the core alternative play in AI compute infrastructure. The MI300/MI400 ramp rate will determine how fast its second growth curve materializes.
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The world's sole foundry for leading-edge chips — NVDA, AVGO, AAPL, and AMD all depend on it. A core holding beyond the geopolitical risk premium.
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One of three HBM heavyweights, Micron sits at the center of AI's bandwidth bottleneck. The confluence of a memory upcycle and persistent HBM supply tightness keeps the double-upside window open.
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The second-growth-curve play of the AI era: custom ASICs for Google, Meta, and Apple, layered on a VMware software transformation that's rewriting how the market values this name.
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The undisputed monopolist of AI compute — Nvidia controls 90%+ of the data center GPU market and sets the tempo for the entire AI capex cycle.