Nvidia forecasts that data center capex could land between $3 trillion and $4 trillion by 2030. One company that's a no-brainer buy has the equipment to help companies manufacture advanced data center chips.
Chip equipment maker ASML on Thursday launched a technical academy in Phoenix to train engineers to service the Dutch company's complex chipmaking machines.
TSMC's leadership in advanced chip production has made it the backbone of the global AI buildout. Oracle's greater focus on the AI software stack is positioning it as a key player in AI infrastructure.
ASML's share price is over $1,000 at the moment, making it ripe for a stock split. Other semiconductor and semicap peers have split their stocks in recent years.
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