The $4 Trillion Tech Race
Behind Nvidia and Microsoft's historic race to a $4 trillion valuation lies an entire ecosystem of essential suppliers. These carefully selected companies provide the critical infrastructure, semiconductors, and hardware that make the AI revolution possible.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
Taiwan Semiconductor Manufacturing Co.
TSM
Current price
$238.88
As the world's leading semiconductor foundry, Taiwan Semiconductor is the primary manufacturer of Nvidia's sophisticated AI processors, making its gro...
As the world's leading semiconductor foundry, Taiwan Semiconductor is the primary manufacturer of Nvidia's sophisticated AI processors, making its growth directly tied to Nvidia's production needs.
NVIDIA Corporation
NVDA
Current price
$180.45
As a leading provider of high-performance servers optimized for AI, Super Micro Computer directly benefits from the massive data center build-out driv...
As a leading provider of high-performance servers optimized for AI, Super Micro Computer directly benefits from the massive data center build-out driven by Nvidia and Microsoft.
ASML Holding NV
ASML
Current price
$742.16
ASML provides the indispensable EUV lithography machines required by foundries like TSMC to manufacture the advanced AI chips that power Nvidia's and ...
ASML provides the indispensable EUV lithography machines required by foundries like TSMC to manufacture the advanced AI chips that power Nvidia's and Microsoft's ambitions.
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About This Group of Stocks
Our Expert Thinking
This collection spans the entire AI infrastructure supply chain, from chip manufacturing equipment to data center power solutions. We've identified the companies directly benefiting from the massive capital investments flowing into AI development by tech giants like Nvidia and Microsoft.
What You Need to Know
These stocks represent the backbone of the AI revolution – not just the headline-grabbing giants, but the essential enablers making it all possible. They provide exposure to a high-growth technology trend while being more diversified than investing in a single AI leader.
Why These Stocks
Each company in this collection has been handpicked for its strategic position in the AI infrastructure ecosystem. From semiconductor equipment makers to server providers and power management specialists, these firms are capturing significant revenue from the AI expansion.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+8.49%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 8.49% over the next year.
Stocks Rated Buy by Analysts
14 of 15 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Massive Cash Flow
These companies are capturing billions in spending as tech giants race to build AI infrastructure. With Nvidia and Microsoft driving unprecedented investment, these suppliers are seeing surging demand.
Beyond the Headline Names
While everyone's watching Nvidia and Microsoft, smart investors are focusing on these essential suppliers. These companies are critical to the AI ecosystem but often fly under the radar of mainstream attention.
Building the AI Future
This is infrastructure investing for the AI age. These companies provide the essential technology that makes artificial intelligence possible, positioning them to benefit regardless of which models or applications ultimately win.
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Discover More Opportunities
Uncle Sam's Semiconductor Stake
The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.
The Cybersecurity Consolidation Wave
Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing demand for AI-powered security solutions, creating potential opportunities for other specialized cybersecurity firms to benefit from increased investment and M&A activity.
American Chipmakers: A Tariff-Driven Shift
President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.
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