More than 30 years ago, the advent and proliferation of the internet changed the growth trajectory of corporate America forever. Since then, investors have been impatiently waiting for Wall Street's next "internet" moment, and they appear to have it with the artificial intelligence (AI) revolution. Empowering software and systems to make split-second, autonomous decisions is a multitrillion-dollar global opportunity that's benefiting AI hardware and applications companies alike. The AI infrastructure build-out catapulted Nvidia (NASDAQ:NVDA) to a $5 trillion market cap and vastly increased the market caps of Space Exploration Technologies (NASDAQ:SPCX), better known as SpaceX, Oracle (NYSE:ORCL), and neocloud company CoreWeave (NASDAQ:CRWV). Image source: Getty Images.
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