NVDA remains one of the most important AI companies and a top 10 portfolio holding; the speaker owns its shares and will continue to hold them in the future.

Nvidia was one of the biggest winners in the artificial intelligence revolution. After all, they were the ones who sparked the artificial intelligence craze a few years ago. Although I own its shares, and will continue to do so in the future.

I could easily have added Nvidia and taken the place of one of those five centers. Nvidia remains one of the most important companies in the artificial intelligence revolution, and it is among the top 10 in my investment portfolio.

But I wanted to look beyond the obvious choice because I believe the next phase of AI growth will create opportunities across multiple layers of industry, from computing and custom chips, to cloud infrastructure, and all the way to networks and connectivity.