Chips, Agents, and Nuclear Power: The True Winners of the AI Boom!

September 22, 2026, has demonstrated how two forces are driving the AI market simultaneously: an almost limitless demand for computing power and a geopolitical power struggle between the USA and China. For investors, it is worthwhile to look at the sectors where profits are most reliably made. At the top remains NVIDIA. The company provides the "shovels" of the AI gold rush, controlling over 80% of the market for AI accelerators and has grown to a valuation of $5.4 trillion – up from $420 billion at the ChatGPT launch in 2022. CEO Jensen Huang...