This important component maker is poised to take share of a growing market.

Big tech companies are spending hundreds of billions of dollars on chips and equipment to outfit their growing data centers to continue pushing the potential of generative AI . Total infrastructure spending from the top 10 AI tech companies could climb from $435 billion last year to over $1 trillion by 2028, according to estimates from Dell'Oro. In other words, there's still a lot of room for AI chip stocks to keep growing.

Perhaps the most important component of any data center focused on AI training and inference is the GPU cluster. Bigger clusters of more powerful GPUs are capable of training bigger models faster. Nvidia has established itself as the leading GPU maker, and its revenue and profits have sk

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