The U.S. government is investing heavily in AI technology, particularly in software.

When it comes to artificial intelligence (AI) stocks, chances are investors' thoughts may turn to semiconductors, massive data centers, or cloud computing infrastructure. This is great news for chip powerhouses and hyperscalers like Nvidia , Advanced Micro Devices , Broadcom , Taiwan Semiconductor Manufacturing , Microsoft , Amazon , or Alphabet , but investors could be overlooking emerging opportunities beyond the usual suspects.

Enterprise-grade software will become an increasingly vital layer atop the hardware stack. The commercial angle is to market AI-powered software to large corporations with complex needs spanning data analytics, logistics, human resources, cybersecurity, and more

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