Virtually all AI developments start with this company's operations.

If you look back at the past couple of years, there's arguably no stock that has received as much attention as Nvidia ( NVDA -1.36% ) . The current artificial intelligence (AI) boom has propelled Nvidia into the spotlight and to being the world's most valuable public company. As of market close on Aug. 8, Nvidia's market cap is $4.55 trillion, more than $570 billion larger than second-place Microsoft .

There are plenty of things to love about Nvidia's business, especially regarding AI, but if you're looking for an AI-related stock that could outperform it between now and 2030, my prediction would be Taiwan Semiconductor Manufacturing Company ( TSM -1.14% ) (TSMC).

I'm not saying that in 2030, TSMC

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