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January 19, 2026, 6:02 AM EST. NVIDIA sits at the core of the AI boom, with CEO Jensen Huang describing the global ecosystem as a five-layer cake-energy, chips, cloud, AI models, and applications. The piece surveys five AI-linked growth stocks across those layers. Constellation Energy aims to expand its nuclear fleet to power AI data centers, reporting 3Q2025 revenue of $6.6 billion (+0.3% YoY) and stronger cash flow for 9M2025 as outages fell. NVIDIA has evolved from gaming GPUs to a dominant networking and CUDA-backed platform that underpins generative AI, posting 3QFY2026 revenue of $57 billion and net income up more than 65%. The article also highlights Azure from Microsoft as a leading cloud infrastructure player, competing with AWS and Google Cloud in the AI stack.