Probably Nvidia[Compute], Micron[Memory].

Current AI related Companies Market Caps:
Nvidia $NVD: 3.45 $T
Broadcom $AVGO: 1.13 $T
TSMC $TSM: 886 $B
Oracle $ORCL: 483 $B
Micron $MU: 122 $B
DEll $DELL: 78 $B
#nvd
#NVD #T #AVGO #T #TSM #B #ORCL #B #MU #B #DELL #B