Taken together, these six companies span the AI value chain—from raw GPU infrastructure to high-level marketing platforms—offering exposure to both the hardware backbone and the application layer of this technological shift. The diversity of business models here means they won’t all respond to the same market drivers, and their risk profiles vary widely. Infrastructure players like Coreweave and Applied Digital are capital-intensive and more volatile, while companies like Zeta Global, Inodata, and AppLovin can scale revenues without equally massive spending. Nebius offers a strategic geographic niche, though it carries the execution risks of an aggressive build-out.