Leading today doesn't mean that they'll lead in the future. 3dfx and ATI were top dogs for graphics in the 1990s. They both got acquired. Digital Research was an early OS competitor to Microsoft, until CP/M got taken out by PC-DOS/MS-DOS.

I think that a total market index will be sufficient to invest in, because whatever tomorrow's large corporations are, they'll be the ones benefitting from AI. That said, if you want to take a flier, using 5-10% of your net worth (maybe up to 30% if you're under 25) to speculate in individual stocks and/or AI-focused ETFs wouldn't be awful.