NVidia.
The "AI boom" may take longer to get from today's "sort of works" to "works really well". Look at self-driving cars. 20 years ago, they sort of worked in the DARPA Grand Challenge. But most of the self-driving car companies flopped. Waymo has ground through to limited success, but not profitability. Probably around 10 years out, self-driving cars will be profitable.
What we have as LLM-type AI now is kind of like that. It's fun when it works, but too flaky to trust. There's a market for that, but it's mostly in ads and "assistants" that have to be checked by humans. This limits scaling and utility. We need AI systems that are clear on what they know and what they don't know, and don't "hallucinate" or get lost, before they can be trusted to do things on their own. And ways to keep the AI slaves subservient (the "alignment" problem.) Those are easier problems than ones already solved, but they are not solved yet.