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Nvidia and TSMC Lead AI Growth Investments
Nvidia (NASDAQ: NVDA) holds a dominant 92% market share in AI infrastructure as of Q1, with a market cap of $4 trillion. The company is expanding into new markets, including automotive, benefiting from regulatory changes allowing chip sales in China.
Taiwan Semiconductor Manufacturing (NYSE: TSM) accounts for 60% of its revenue from high-performance computing, up from 52% last year. Advanced nodes (7nm and smaller) contributed 74% of its revenue last quarter.
Meta Platforms (NASDAQ: META) is leveraging AI for advertising, while its models are enhancing user engagement on Facebook and Instagram. Additionally, tools from GitLab (NASDAQ: GTLB) are modernizing the software development lifecycle, and Toast (NYSE: TOST) is integrating AI to optimize restaurant operations, indicating a valuable direction for growth in the tech sector.
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