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Why the most important company to enable AI isn’t Nvidia, according to this fund manager

Why the most important company to enable AI isn’t Nvidia, according to this fund manager
MarketWatch Tuesday 02 June 2026, 11:01 UTC By Barbara Kollmeyer 1 min read
Key Points

Portfolio manager Jonathan Cofsky talks about where to find the winners in the AI landscape and one company that is beating all comers.

Portfolio manager Jonathan Cofsky talks about where to find the winners in the AI landscape and one company that is beating all comers.
AI (ORG) Nvidia (ORG) Jonathan Cofsky (PERSON)
Originally published by MarketWatch Read original →

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