Nvidia CEO Jensen Huang rejected talk of AI “extinction” risk while backing ongoing investment in the technology, a stance that could reshape how investors think about risk and reward. The article highlights three stocks exposed to that shift, part of a Global AI Platform and Infrastructure Leaders idea whose full screen surfaced 60 more large listed companies. Monolithic Power Systems supplies power chips for high end data center and cloud hardware, with investor optimism anchored in its exposure to accelerating AI adoption in data centers, including design wins with major ASIC-based AI platforms and anticipated industry-wide server transitions to 48V/800V architectures. All of its US$3.3b revenue comes from power chips and related products supporting servers, AI systems, autos and industrial gear worldwide, and the stock carries a market value around US$59.8b. Taiwan Semiconductor Manufacturing is the foundry behind many cutting edge AI accelerators and cloud chips, with its NT$4.4t foundry operation driving all revenue and supporting a market value of around NT$63.8t. The article also notes geopolitical concentration around where cutting edge chips are made.