Rising bond yields and heavier government borrowing to fund AI projects are making capital more expensive even as governments discuss an AI Force and new data center spending, potentially leaving some AI-related companies undervalued. The article highlights three stocks linked to the ChatGPT and AI build out. NVIDIA, a chip and software company supplying GPUs and AI platforms, generates about US$275.4b from Compute & Networking and US$27.6b from Graphics, with a market cap of US$5,362.1b; its GPUs and software provide computing muscle for many ChatGPT-style services, and the article notes that uptake of an open-source, cheaper, or better platform than Nvidia's CUDA would heavily undermine its moat. Adobe provides AI-infused creative, document, and customer experience tools through Creative Cloud and Experience Cloud, with generative tools like Firefly built into creative and marketing workflows; a significant rerating would require an "AI Narrative Correction" showing high-burn startups fail to disrupt established verticals. Oracle is described as a global enterprise software and clo. The full screen surfaced 47 more companies tied to the ChatGPT and wider AI build out.