AI profiteers that I know about:

Nvidia, AMD (GPUs)
TSMC (chip fabrication plants)
ASML (EUV and DUV machines for fabs)
Data centre builders
Arista Networks (routers and Arista EOS)
Ciena, Nokia (fibre campus and metro networks, data centre interconnects)
Broadcom (inference ASICs)
SK Hynix, Micron, Samsung (memory)

Chip in if you got anything else.