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EDA vendors Cadence (Cerebrus offering) and Synopsis (DSO.ai). Unsure if they are able to monetise it.
AI uses cases lends itself to System Integrators (like Accenture, Indian IT companies). One can expect growing AI biz for these companies. Plus these vendors have lots of anonymized customer...
I believe Altera (FPGA) and Nvidia (GPU) led TSMC's leading edge investment. If memory serves me right there was a time when NVDA was ~20%+ revenue customer - early 2000 as per my recollection. A large NVDA order turned around TSMC's revenue/ utilisation post dot com bubble decline
Unsure how good is AWS' Trainium 2 (and Inferentia)? If Trainium & Inferentia provide similar cost benefit without impacting efficiency as Graviton does then AWS has potential of gaining AI workload mkt share.