10 companies that will dominate the AI age

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Here are 10 companies that will dominate the AI age:

1/ $IREN Ltd(IREN)$

$IREN is redefining data center infrastructure by building THE world’s most efficient platforms for powering AI compute with 100% renewable energy.

As the CEO says, the industry is growing so rapidly, "They can't meet the demand".

As global compute demand explodes, traditional data centers are constrained by high energy costs and grid congestion. Legacy infrastructure struggles to scale efficiently while meeting sustainability requirements.

The company develops and operates large-scale data centers directly adjacent to renewable energy sources, delivering low-cost, reliable power at scale. This vertically integrated approach enables efficient Bitcoin mining today while positioning IREN to support AI and high-performance computing tomorrow.

As AI adoption accelerates and energy-efficient compute becomes essential, IREN’s renewable-powered infrastructure creates a strong long-term growth tailwind.

The $Microsoft(MSFT)$ $9.7B deal is just the first of many deals with hyperscalers.

2/ $NEBIUS(NBIS)$

$NBIS is reimagining the cloud for the AI era with a Cloud platform designed especially for training and deploying AI models.

The first AI companies relied on generic cloud setups. This was expensive, slow to deploy, and not optimized for AI performance.

$NBIS is changing it. Their $NVIDIA(NVDA)$ GPUs, custom-built servers are integrated with AI training software that's pre-configured and ready to scale. Developers can move seamlessly from a single GPU to thousands, cutting costs and accelerating AI development.

The $17.4B deal with MSFT signifies their excellence. And $NBIS AVride is doing real robotaxi services today, showing what their AI cloud is capable of.

3/ $ASML Holding NV(ASML)$

$ASML has transformed the semiconductor sector by giving chipmakers the tools to manufacture the most advanced processors with atomic accuracy.

As transistors shrink to pack more performance into smaller chips, the industry has hit hard physical limits. Traditional lithography led to rising costs, slower innovation, and weaker efficiency gains.

ASML changed this trajectory. Its extreme ultraviolet (EUV) lithography systems rely on advanced optics and physics to carve circuits at the nanometer level, unlocking faster, more powerful, and more energy-efficient chips. This technology underpins advances in AI, cloud computing, smartphones, and nearly all modern electronics.

As AI expands across the global economy, demand for chips continues to surge, fueling growing need for ASML’s machines and ongoing services.

4/ $Alphabet(GOOG)$ $Alphabet(GOOGL)$

Analysts thought ChatGPT will kill them, yet now OpenAI has declared "Code Red"

Google reshaped how the world accessed information. And now it is rebuilding its technology by putting AI at the very center.

AI powers Search to provide direct answers, enhances YouTube with personalized recommendations, fuels Google Cloud with enterprise-ready AI solutions, and integrates into everyday tools like Gmail, Docs, and Android. Its Gemini models unify text, code, images, and video into a single AI system, making information more useful, accessible, and actionable in real time.

By embedding AI across its ecosystem, $GOOGL is turbocharging the AI-driven internet and accelerating innovation.

5/ $Uber(UBER)$

$UBER forever changed how the taxi and food delivery industries operate, and now they stand to use AI to deliver previously unbelievable convenience.

AI-driven algorithms will match riders and drivers in real time, optimizing routes for lower wait times and powering dynamic pricing. Beyond rides, Uber Eats and its logistics network leverage the same AI infrastructure to deliver food, groceries, and freight on a global scale.

As their recent partnerships with Waymo, Avride and WeRide show, Uber's platform is extremely attractive for Robotaxi providers. The company stands to become a unified platform, combining many Robotaxi suppliers and collecting a healthy platform fee.

6/ $Taiwan Semiconductor Manufacturing(TSM)$

While $AMD and $NVDA sell the picks and shovels that power the AI revolution, $TSM is the one actually making them.

For decades, chip design and production were vertically integrated, with each company making its own chips. This limited innovation, slowed production, and created enormous barriers to entry.

With $TSM, the process is radically more efficient!

The best chip designers like Apple, NVIDIA, and AMD don't own the factory anymore, they focus on innovation, while $TSM brings their ideas to life with cutting-edge manufacturing at nanometer precision.

Its unmatched scale and process leadership, from 5nm to the upcoming 2nm nodes, make it the critical enabler of AI, 5G, autonomous vehicles, and cloud computing.

Doesn't matter who wins the AI chip design race, TSMC already won the AI chip manufacturing race!

7/ $MercadoLibre(MELI)$

$MELI is building Latin America's most powerful AI-powered e-commerce and fintech ecosystem.

Latin American consumers and businesses face a fragmented retail system, have limited access to credit, and deal with outdated payment systems. Shopping online was unreliable, payments were risky, and financial inclusion lagged behind global standards.

Then $MELI changes everything. Its marketplace connects millions of buyers and sellers, Mercado Pago enables secure digital payments and wallets, and Mercado Crédito expands financial access through AI-powered lending. Logistics are streamlined by Mercado Envios, ensuring fast, reliable delivery across a region historically underserved.

First step is to build the network of logistics, financial services, and e-commerce, the next step is to use AI to deliver unparalleled efficiencies and convenience.

8/ $Pagaya Technologies Ltd.(PGY)$

$PGY is reshaping the financial services landscape by using AI to improve how credit is evaluated and capital is deployed.

Traditional lending models rely on strict rules and limited data, often excluding creditworthy consumers because of incorrect risk pricing. This has constrained growth for lenders and left large segments of demand underserved.

Pagaya's AI-driven platform analyzes vast and diverse datasets to assess risk more accurately, enabling 31 lender partners to approve more borrowers while maintaining strong credit performance. The result is faster decisions, better outcomes for consumers, and higher ROI for Pagaya's 154 credit investors.

As digital finance expands and demand for smarter credit solutions grows, Pagaya’s technology and partnerships position it as a key enabler of scalable, data-driven lending.

9/ $Zeta Global Holdings Corp.(ZETA)$

One of the most significant players in AI-driven marketing and advertising

$ZETA customers are moving from traditional CRM and marketing platforms toward AI-enabled personalization and predictive analytics.

There’s massive growth potential for AI to supercharge digital advertising, customer data analysis, marketing automations, and data insights.

AI can coordinate, analyse, and adjust advertising campaigns in REAL TIME across web, apps, emails, video games, apps, and streaming TV to generate the HIGHEST return on ad spend possible.

With digital transformation accelerating across the US, Europe, and Asia, Zeta is positioned to scale as enterprises demand more intelligent, data-centric marketing strategies.

10/ $Intuitive Surgical(ISRG)$

$ISRG created the robot-driven surgery industry with its DaVinci systems.

AI surgeries are the logical next level!

It's da Vinci robotic system enables surgeons to operate with enhanced dexterity and vision through tiny incisions, while data and AI-powered insights assist in planning, training, and improving surgical outcomes. Hospitals benefit from shorter patient stays, faster recovery, and higher throughput, all driving adoption across specialties worldwide.

By combining robotics, data, and AI, $ISRG is poised to deliver a revolution in surgery! Fully automated, AI surgeries will be cheap and ubiquitous.

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