ASML and Nvidia are key beneficiaries of the expansion of AI infrastructure.

The artificial intelligence (AI) revolution has taken the world by storm and become a key catalyst for growth among some of the most valuable enterprises globally. According to a forecast by analysts at McKinsey & Company, global capital expenditures on data center infrastructure, excluding IT hardware, will surpass $1.7 trillion by 2030. These investments will be primarily driven by advances in AI technologies, and increasing demand for high-performance and edge computing.

Tech sector giants are no longer working on speculative AI projects -- they're building full-scale AI platforms that could prove to be durable competitive advantages . Dominant, cash-rich companies are leading this wave.

For long-te

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