By Simply Wall St
Publication Date: 2026-10-06 08:20:00
The World Bank now links much of East Asia’s 2026 growth outlook to exports tied to artificial intelligence, which shows how central chips, cloud and AI software have become to global trade. That creates a window for investors who think markets are still slow to price in key beneficiaries. This article walks through three companies tied directly to this AI boom from our specialist stock screener.
The stocks covered next are only a small sample from this AI opportunity. The full screen surfaced 131 more companies tied to semiconductors, cloud, LLMs and applied AI with equally compelling stories that are not covered here.
If you want to identify and analyze your own highest conviction angles on the ChatGPT and AI build out, head straight into the Undervalued Artificial Intelligence/ AI Stocks screener.
NVIDIA (NVDA)
Overview: NVIDIA is a global chip and software company that builds data center GPUs and tools that power large AI models and cloud workloads.
Operations: NVIDIA generates about US$275.4b from Compute & Networking and US$27.6b from Graphics, with most revenue coming from the United States and Taiwan.
Market Cap: US$5,649.2b
NVIDIA matters for this AI screener because its data center GPUs and CUDA software are the core plumbing many ChatGPT style services run on.
“Uptake of an open-source/cheaper/better platform than Nvidia’s CUDA could significantly affect Nvidia’s competitive position. It could also enable any sizeable firm to directly engage semiconductor…