By Adam Spatacco
Publication Date: 2026-03-27 15:12:00
While no single company owns the entire artificial intelligence (AI) technology stack, if you want exposure to a wide swath of it, you may want to add Nvidia (NVDA 1.93%), Palantir Technologies (PLTR 3.05%), and Taiwan Semiconductor Manufacturing (TSM +0.03%) to your portfolio.
Between them, these hypergrowth companies are riding the tailwinds fueling the computing, application, and manufacturing layers of the AI revolution. Splitting a $10,000 investment evenly among them represents a balanced approach to capitalize on the tech trends that will define the next decade — without chasing momentum in any particular narrative.
Image source: Nvidia.
1. Nvidia
While Nvidia is primarily known for its graphics processing unit (GPU) designs, the company is actually far more than just a hardware vendor. It has quietly built an end-to-end platform for generative AI development.
Nvidia’s chips handle the heavy data processing required for AI training and inference. But another key structural moat stems from the company’s CUDA software platform, which provides a powerful suite of tools for programming its GPUs to handle specific tasks.
Because software built using CUDA only runs on Nvidia’s hardware, its customers get locked into its ecosystem; the costs that come with transitioning to an alternative GPU provider are high, and developers favor CUDA because it’s a system they know well.
Another factor that separates Nvidia from its rivals is the web of strategic partnerships it has…