By Sean Williams, The Motley Fool
Publication Date: 2026-03-10 08:26:00
For more than three years, the evolution of artificial intelligence (AI) has been the stock market’s leading catalyst. The capacity for software and systems to make split-second decisions without human oversight, and the up to $15.7 trillion global addressable market assigned to AI by PWC analysts by 2030, have investors excited.
Arguably, no two companies have been more direct beneficiaries from the rise of artificial intelligence than the world’s largest publicly traded stock, Nvidia (NASDAQ: NVDA), and data-mining specialist Palantir Technologies (NASDAQ: PLTR). Since the start of 2023, Nvidia has added over $4.1 trillion in market cap, while Palantir shares have skyrocketed by almost 2,300%!
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »
Investors have flocked to both companies because of their well-defined competitive advantages.
Nvidia’s graphics processing units (GPUs) have a virtual monopoly in enterprise data centers. External competitors have struggled to keep pace with the compute potential of Hopper (H100), Blackwell, and Blackwell Ultra, leading businesses to form a long queue for Nvidia’s AI hardware.
To add fuel to the fire, Nvidia is benefiting from persistent AI GPU scarcity. When you couple seemingly insatiable demand for the…
