Jensen Huang's picks! 14 US stocks in the AI supply chain, directly taking off with NVIDIA.

$NVIDIA(NVDA.US) NVIDIA's GTC conference just concluded. Jensen Huang's statement, "AI PCs will reinvent the 40-year-old PC industry," ignited the market. The 14 US companies he quietly named almost all strengthened on the same day, with even Oracle surging over 7%. Today, we'll explain the core logic of these targets in one go:

$Oracle(ORCL.US) Oracle: Market cap ~$649B. Leader in cloud infrastructure/databases, one of NVIDIA's largest cloud GPU customers. AI PC adoption will directly drive backend inference demand.

$Cadence Design(CDNS.US) Cadence: Market cap ~$75B. Core supplier of EDA tools for chip design, directly benefiting from the ramp-up of NVIDIA's AI chips.

$Jacobs Solutions(J.US) Jacobs: Market cap ~$35B. Leader in engineering consulting, deeply involved in the planning and construction of AI data centers and computing infrastructure.

$Procore Tech(PCOR.US) Procore: Market cap ~$12B. Construction management software service provider, serving large infrastructure projects like AI data centers.

$Caterpillar(CAT.US) Caterpillar: Market cap ~$132B. Giant in construction machinery/energy equipment, providing critical power supply and cooling equipment for data centers.

$Eaton(ETN.US) Eaton: Market cap ~$115B. Leader in electrical equipment, core supplier for data center power distribution and uninterruptible power supply.

$GE Vernova(GEV.US) GE Vernova: Market cap ~$85B. Power equipment/grid infrastructure company, providing large generator sets and grid stabilization equipment for data centers.

$Digital Realty Trust(DLR.US) Digital Realty: Market cap ~$48B. Data center operator, providing hosting and computing power leasing services for NVIDIA AI servers.

$Equinix(EQIX.US) Equinix: Market cap ~$72B. Data center interconnection service provider, supporting cross-regional scheduling of AI computing power.

$Dell Tech(DELL.US) Dell Technologies: Market cap ~$95B. Leader in PC/server hardware, core partner for NVIDIA's AI PCs and AI servers.

$Hewlett Packard Enterprise(HPE.US) Hewlett Packard Enterprise: Market cap ~$28B. Enterprise server/storage supplier, important hardware partner in NVIDIA's computing ecosystem.

$Super Micro Computer(SMCI.US) Super Micro Computer: Market cap ~$32B. Leading AI server manufacturer, core OEM for NVIDIA's AI servers.

$Avnet(AVT.US) Avnet: Market cap ~$8B. Electronic component distributor, providing key components for AI servers and AI PCs.

$Nebius(NBIS.US) Nebius: Market cap ~$12B. AI cloud service provider, a large-scale AI training and inference computing platform in deep collaboration with NVIDIA.