Microsoft, Alphabet, and chipmaker Nvidia are generally seen as the biggest beneficiaries of the growing popularity of artificial intelligence. But there’s another tech giant that looks to be “the best possible beneficiary,” according to Ben Rogoff, a portfolio manager at Polar Capital with 25 years of investment experience. That’s Apple, Rogoff told CNBC Pro Talks last week. “It has a very, very large base of dedicated customers, and its ability to monetize technological change has been clearly demonstrated,” he said. Rogoff notes that Apple is present in both the device market — with its Apple Watch, phones and tablets — and content — through its app store. “When you look at things like Siri, when you look at some of the functionality that’s already built into some watches, things like crash detection, those are the companies that I think if there’s a way to make money. from AI among them to create more engagement and less disruption in its user base, or just… a new revenue opportunity, I think Apple will embrace it,” he said. outside of Apple, Rogoff told CNBC Pro Talks that four other large-cap stocks are driving some of the biggest and most tangible advances in artificial intelligence. , Nvidia, AMD and Alphabet, Rogoff said: “We’re incredibly excited about AI.” It’s still early days, but ChatGPT has been described as a time when the iPhone for the AI industry feels right for us. .” — Ganesh Rao of CNBC contributed to this report.