Washington is refocusing on AI and defense infrastructure with plans for an "AI Force" and an AI tsar, signaling fresh attention on chips, cloud capacity and contractors that can plug into federal demand, according to the article. NVIDIA is described as the clearest pure play on the AI Force theme, since its GPUs, networking gear and software underpin heavy compute that federal and defense workloads rely on. NVIDIA runs a data center scale AI hardware and software platform, with Compute & Networking generating about US$275.4b and Graphics around US$27.6b in revenue, and the stock carries a roughly US$5.36t market value. The article notes a risk that uptake of an open-source, cheaper or better platform than NVIDIA's CUDA would heavily undermine its moat. Broadcom is cited as one of the clearest ways to access the theme, supplying custom chips, networking hardware and private cloud software for AI data centers, secure communications and mission critical systems for commercial hyperscalers and public sector buyers. Broadcom generates about US$59.4b from Semiconductor Solutions and US$29.7b from Infrastructure Software, with a market value near US$1.71t.