Yahoo Financeยท2025-10-27 09:45Group 1: Nvidia - Nvidia holds a remarkable 94% market share in the GPU market, which is essential for AI infrastructure [3] - The company's competitive advantage stems from its CUDA software platform, which facilitates programming for its chips beyond their original graphics rendering purpose [4] - Nvidia strategically introduced CUDA in universities and research labs, leading to foundational AI code being developed on its platform, creating a strong dependency among developers [5] - The company developed NVLink, a proprietary interconnect system that enhances chip performance by allowing them to function as a single unit, and its acquisition of Mellanox has expanded its networking capabilities [6] - With increasing AI infrastructure spending anticipated over the next decade, Nvidia is well-positioned for significant growth [7] Group 2: ASML - ASML possesses a monopoly on extreme ultraviolet lithography (EUV), a critical technology for manufacturing advanced chips, which are vital for AI and smartphone applications [8] - The semiconductor equipment manufacturing sector can experience volatility, but ASML is expected to see robust growth over the next decade due to the rising demand for advanced chips and the introduction of high numerical aperture (high-NA) EUV technology [9] - ASML's unique position in the market underscores its importance to the semiconductor industry and its role in supporting companies like Nvidia [10]