Direct exposure starts with the public platform leaders that own the system stack: Microsoft (MSFT) with Azure, Amazon (AMZN) with AWS, and Alphabet (GOOGL) with Google Cloud, which together underpin most enterprise automation and integration. AI compute accelerators and semiconductors powering these systems are a second-tier lever, with Nvidia (NVDA) and AMD (AMD) providing the chips that run large-scale workloads, while Oracle (ORCL) and IBM (IBM) supply enterprise databases and middleware. Industrial automation and control layers that bridge IT and OT add further exposure, with Rockwell Automation (ROK) and Honeywell (HON) representing key players building the enterprise-grade systems that orchestrate factories and facilities. Entrepreneurially, there are opportunities to develop system-management, security, and orchestration software to simplify multi-vendor environments and improve reliability for these end-to-end systems.