Over the next five years, investors are going to see a lot more spending on artificial intelligence (AI) than previously thought imaginable. While there are fears about how much AI hyperscalers are already spending, I think that amount will continue to rise. If it does, several companies are slated to cash in, namely Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), Micron (NASDAQ: MU), and Taiwan Semiconductor Manufacturing (NYSE: TSM). All four businesses have a vested interest in seeing data center spend ...