Nvidia just became the first company to reach a $4 trillion market cap. Analysts project Nvidia to grow earnings per share at high rates for several more years. It's difficult to find any companies that have benefited from the growth of artificial intelligence (AI) like Nvidia (NASDAQ: NVDA).

Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside. AMD and Broadcom, meanwhile, have huge opportunities. Given their smaller sizes, the stocks have the potential to outperform Nvidia in the coming years.