Investors can capitalize on AI infrastructure growth with Nvidia and TSMC. Nvidia dominates with a 92% market share in Q1 and offers growth potential beyond AI, especially in the auto segment. TSMC leads in chip manufacturing, with 60% of revenue from high-performance computing. Meta Platforms utilizes AI to enhance its digital ad platform, aiming to become an essential AI platform. GitLab and Toast are also leveraging AI to transform software development and restaurant operations, respectively. These companies with strong growth runways and competitive advantages are worth considering for long-term investment.

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