What stocks outside of the semiconductor stocks and mega cap tech will survive the AI hype cycle?

I think it can be agreed upon AMD, NVDA, TSM, GOOGL, and MSFT will survive the AI hype or bubble if you want to call it that. Or will at least be the top stocks mentioned in every one of the AI threads.

But what do you feel are the smaller companies that will survive and be around in the next 3-5 years? They dont have to be software companies they can also be the companies that store the data. Like the companies that own the data centers for example.