Key Points The AI trade is largely dominated by a small number of megacap tech titans. A small data center company working closely with Nvidia could swiftly emerge as the next big opportunity in AI. 10 stocks we like better than Nebius Group › Over the last few years, companies like Nvidia, Amazon, Alphabet, Microsoft, and Meta Platforms dominated the narrative around artificial intelligence (AI). As the conversation shifted beyond chips and into adjacent applications in data centers and software, ...