Jensen Huang Just Made a $1 Trillion Prediction. One Stock Benefits Most, and It’s Not Nvidia

Quick Read Taiwan Semiconductor (TSM) manufactures all of Nvidia’s AI chips and benefits from diversification across the industry, including Google’s TPU production for Anthropic’s 1 million chip deal, positioning it to win regardless of competitive outcomes. Hyperscalers are diversifying away from Nvidia’s chips earlier than expected, with companies like Anthropic adopting alternative AI processors. Have You read The New Report Shaking Up Retirement Plans? Americans are answering three questions and ...