In this article, we discuss 30 best AI stocks to buy according to billionaires.
The optimism around the United States economy over the past few months, largely due to the AI hype, has been dampened by recent measures undertaken by the Trump administration to shore up US manufacturing. These measures, largely in the form of obscene tariffs on goods imported into the US from overseas, with a particular focus on China, have hit global stocks, resulting in a downward spiral for major indexes. The latest tariff hike has wiped trillions in market capitalization from the Magnificent Seven, a group of seven firms that dominate the benchmark US indexes and are heavily invested in AI. Latest reports from market research firm IDC indicate that if the tariffs stay in place, they are expected to trigger supply chain disruptions and inflationary challenges across various markets, including the IT sector. According to a report from news agency Reuters, global hedge funds, dominated by billionaires, scaled back their risky bets and sought safety before Trump introduced new tariffs last week.
This report was based on data gathered by investment bank Goldman Sachs. Per the data, hedge funds pulled out of bets in emerging markets of Europe and Asia ahead of the announcement of new tariffs. Research by investment bank Morgan Stanley, as seen by Reuters, also echoes these sentiments. Morgan Stanley estimates US long-short funds net leverage quickly fell to 37%, just shy of historical lows, by the end of last week, from over 50% at the beginning of the year. Net leverage measures the difference between a fund’s long and short positions against the value of what it owns including borrowings. JPMorgan also noted in a recent report that the net leverage of hedge funds has dropped to around the lowest since late 2023. The lower the net leverage, the more conservative a hedge fund’s position. Investors expect significant volatility on risk assets in the near term given the tariff uncertainties and suggest a continued risk-off stance.
Read more about these developments by accessing 10 Best AI Data Center Stocks and 10 Buzzing AI Stocks According to Goldman Sachs.
The latest developments represent a reversal of positions from billionaires who, in the past few months, have often hailed AI as the next transformative technology that would shape the future of economies, industries, and society. Influential billionaires repeatedly advocated for investing heavily in AI for the immense economic value it promised. This bullish thesis was based on research from firms like McKinsey that predicted that AI could add up to $4.4 trillion annually to the global economy in the coming years. For investors, this translated into a chance to own stakes in technologies that could underpin the next generation of global growth. For billionaire investors, AI also represented both a diversification strategy and a chance to influence the direction of a powerful new technology. These investors often take strategic stakes that allow them to shape product development and scaling. Some of the biggest companies these investors made huge bets on are discussed in detail below.
Read more about these developments by accessing 30 Most Important AI Stocks According to BlackRock and Beyond the Tech Giants: 35 Non-Tech AI Opportunities.
For this article, we consulted an internal database on AI companies. From these, we selected the thirty stocks with the highest number of billionaire investors. These stocks are also popular among hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
An overhead view of a modern networking technology suite in a data center.
Best AI Stocks to Buy According to Billionaires
30. Celestica Inc. (NYSE:CLS)
Number of Hedge Fund Holders: 44
Number of Billionaire Investors: 9
Value of Billionaire Holdings: $250 Million
Celestica Inc. (NYSE:CLS) offers a range of product manufacturing and related supply chain services. The company is riding the AI wave through business in AI/ML servers, 1.6 Terabyte switches, and advanced liquid cooling systems. It recently projected $10.7 billion in revenue and 22% EPS growth in 2025 driven by AI and hyperscaler demand. In earnings for the fourth quarter, revenue was $2.55 billion, up 19% year-over-year, while non-GAAP adjusted EPS was $1.11, the highest quarterly EPS ever for the company. Rob Milonis, the CEO of the firm, said during the earnings call that increased AI accessibility will drive demand for networking solutions in the coming months, noting that networking remains crucial for scaling AI systems.
29. Fabrinet (NYSE:FN)
Number of Hedge Fund Holders: 36
Number of Billionaire Investors: 9
Value of Billionaire Holdings: $140 Million
Fabrinet (NYSE:FN) offers optical packaging, along with precision optical, electro-mechanical, and electronic manufacturing services. Even though the company is invested in the AI supply chain through services for several semiconductor manufacturers, it is more famous for being the optical cable supplier to AI powerhouse NVIDIA. In earnings for the second fiscal quarter, the firm delivered adjusted earnings per share of $2.61, exceeding the consensus estimate of $2.50. Revenue rose 17% year-over-year to $833.6 million, beating forecasts of $813.86 million. Following the earnings report, Needham analysts led by Ryan Koontz maintained a Buy rating and a price target of $280 on the shares, noting that even with Datacom not expected to rebound in F3Q, guidance impressed on expected continued strength in Telecom.
28. Arm Holdings plc (NASDAQ:ARM)
Number of Hedge Fund Holders: 43
Number of Billionaire Investors: 10
Value of Billionaire Holdings: $234 Million
Arm Holdings plc (NASDAQ:ARM) architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers. Over the past years, the company has developed an unmatched expertise in chip design, enabling it to post record revenue and royalty numbers as the AI boom results in skyrocketing demand for these chips. Latest reports indicate that the company is planning to develop its own chips and seeking partners for mass production. This would take the company from being a partner of the AI elite to a direct competitor. Meta has reportedly already partnered with Arm in this regard. JP Morgan analyst Harlan Sur recently named Broadcom as another beneficiary of the Arm foray into chip development.
27. Dell Technologies Inc. (NYSE:DELL)
Number of Hedge Fund Holders: 63
Number of Billionaire Investors: 11
Value of Billionaire Holdings: $258 Million
Dell Technologies Inc. (NYSE:DELL) designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services. The company is invested in the AI universe through server partnerships with hyperscalers as well as production of AI-capable personal computers. It recently announced that it would be expanding AI offerings in partnership with NVIDIA with new server, edge, workstation, solutions and services advancements. The AI server business of the firm has rocketed over the past two years, with revenue climbing from zero to $10 billion over that time frame. Morgan Stanley estimates that in calendar year 2025, Dell can increase that figure by at least another 50%, meaning this relatively new business segment would account for 15% of company revenue.
26. Equinix, Inc. (NASDAQ:EQIX)
Number of Hedge Fund Holders: 56
Number of Billionaire Investors: 11
Value of Billionaire Holdings: $1 Billion
Equinix, Inc. (NASDAQ:EQIX) is a California-based real estate trust that operates data centers and other technology assets. It owns and runs over 250 data centers around the globe, positioning it one of the major power players in the AI world where these centers are the key to AI offerings by software firms. In 2024, the firm posted $8.7 billion in revenue, marking 22 consecutive years of quarterly revenue growth. Adjusted EBITDA over the time reached $4.1 billion, and AFFO per share grew 10% year-over-year. CEO Adaire Fox-Martin, during the earnings call, highlighted that his firm had closed 16,200 deals across 6,000 customers, supported by record megawatts sold and strong performance in non-Tier 1 metros. The firm projects 2025 revenue growth of 7%-8%, driven by strong bookings and a large backlog.
25. Coherent Corp. (NYSE:COHR)
Number of Hedge Fund Holders: 71
Number of Billionaire Investors: 12
Value of Billionaire Holdings: $596 Million
Coherent Corp. (NYSE:COHR) develops, manufactures, and markets engineered materials, optoelectronic components, and devices worldwide. The impressive AI portfolio of the firm includes 100G, 200G, 400G, and 800G Ethernet transceivers, which are crucial for high-speed data transmission in AI applications. The demand for these components has surged as data centers and telecommunications companies seek to enhance their AI capabilities. In earnings for the second quarter of 2025, the firm posted a record revenue of $1.43 billion, an increase of 6% sequentially and 27% year-over-year, driven by AI-related datacom transceiver growth, telecom recovery, and industrial end-market improvements. Gross margin during the period reached 38.2%, supported by pricing optimization and product cost improvements.
24. Analog Devices, Inc. (NASDAQ:ADI)
Number of Hedge Fund Holders: 64
Number of Billionaire Investors: 13
Value of Billionaire Holdings: $828 Million
Analog Devices, Inc. (NASDAQ:ADI) designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems products. In January, the firm secured $105 million in federal funding under the CHIPS Act to enhance semiconductor research and development. The company plans to invest in projects near Portland, Oregon, and Boston, Massachusetts, focusing on advancing chip technology and manufacturing capabilities. In the first fiscal quarter of 2025, revenue exceeded $2.4 billion, driven by sequential growth in Industrial, Automotive, and Communications, along with double-digit year-over-year growth in Consumer. For the fiscal second quarter, the company expects revenue of $2.50 billion, versus the consensus estimate of $2.46 billion. It anticipates adjusted EPS to be $1.68, compared to estimates of $1.66.
23. Super Micro Computer, Inc. (NASDAQ:SMCI)
Number of Hedge Fund Holders: 45
Number of Billionaire Investors: 13
Value of Billionaire Holdings: $507 Million
Super Micro Computer, Inc. (NASDAQ:SMCI) develops and manufactures high performance server and storage solutions based on modular and open architecture. As per the guidance for the third fiscal quarter of 2025, net sales are expected to range between $5 billion and $6 billion, with gross margin of approximately 12%. The company aims to achieve $40 billion revenue for FY2026, supported by increased production capacity and strong customer engagements for new GPU platforms. In February, the company announced the full-scale production of its AI server systems powered by NVIDIA Blackwell GPUs. CEO Charles Liang has emphasized that these new systems, developed in close collaboration with NVIDIA, offer exceptional computational power.
22. NRG Energy, Inc. (NYSE:NRG)
Number of Hedge Fund Holders: 53
Number of Billionaire Investors: 13
Value of Billionaire Holdings: $1 Billion
NRG Energy, Inc. (NYSE:NRG) operates as an energy and home services company in the United States and Canada. In the earnings call for the fourth quarter of 2024, the management of the firm cited upside opportunities from data center power purchase agreements, rising power prices, and the expansion of the supply portfolio. It also reaffirmed 2025 financial guidance, projecting adjusted EPS of $7.25 and adjusted EBITDA of $3.85 billion. During the fourth quarter, the company posted advancements in the data center and large load strategy, including 1.5 gigawatts of brownfield development projects in Texas and a collaboration with GE Vernova and Kiewit for 1.2 gigawatts of new natural gas capacity by 2029. NRG reported record adjusted EBITDA of $3.8 billion for 2024, an increase of $470 million year-over-year.
21. ASML Holding N.V. (NASDAQ:ASML)
Number of Hedge Fund Holders: 86
Number of Billionaire Investors: 13
Value of Billionaire Holdings: $3 Billion
ASML Holding N.V. (NASDAQ:ASML) makes and sells advanced semiconductor equipment systems. As per the recent earnings, the fourth quarter of 2024 was a record in terms of revenue, with total net sales coming in at €9.3 billion and a gross margin of 51.7%, both above guidance. Goldman Sachs reiterated a Buy rating on the stock with a price target of €1,010 following the earnings report. Analysts led by Alexander Duval said that they expect an initial positive reaction in the shares, considering the large beat versus consensus on order intake (including extreme ultraviolet lithography, or EUV, systems) and a reiterated 2025 guidance. The analysts expect investors to seek more color on 2026 dynamics, expectations for order intake from Foundry customers and the latest demand trends in Logic/Memory space.
20. Juniper Networks, Inc. (NYSE:JNPR)
Number of Hedge Fund Holders: 56
Number of Billionaire Investors: 14
Value of Billionaire Holdings: $360 Million
Juniper Networks, Inc. (NYSE:JNPR) designs, develops, and sells network products and services worldwide. Despite uncertainty surrounding the purchase of Juniper by HPE for $14 billion, the firm delivered solid results for the fourth quarter of 2024. For the period, the networking solutions company reported adjusted earnings per share of $0.64 which was more than the consensus estimate of $0.57. Revenue for the quarter totaled $1.40 billion, compared to the consensus of $1.39 billion. Following the earnings report, investment advisory Piper Sandler maintained a Neutral rating on the shares with a price target of $40. In an investor note, the advisory claimed that Juniper stock would likely continue trading at a discount due to the concerns over the potential acquisition, but fundamentals were showing an improvement.
19. Amphenol Corporation (NYSE:APH)
Number of Hedge Fund Holders: 86
Number of Billionaire Investors: 14
Value of Billionaire Holdings: $945 Million
Amphenol Corporation (NYSE:APH) specializes in designing, manufacturing, and marketing electrical, electronic, and fiber optic connectors. It is one of the biggest suppliers of AI connectors to companies around the US. The business model of the firm is also diversified beyond AI powerhouse NVIDIA. Market experts at investment advisory Evercore recently mentioned this in their bullish thesis on the company. Analysts led by Amit Daryanani said Amphenol’s unique combination of agility, diversity, and global scale remains a key differentiator that should enable the company to continue delivering mid-teens EPS growth with limited volatility. Amphenol remains a core asset to own for investors, as the company is positioned to outperform the broader markets in calendar year 2025 and beyond, the analysts added.
18. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders: 83
Number of Billionaire Investors: 15
Value of Billionaire Holdings: $953 Million
Intel Corporation (NASDAQ:INTC) markets key technologies for smart devices. The company has undergone a major restructuring in the past few months. It recently received about $1.9 billion following the completion of a sale of its NAND memory technology and manufacturing business to the South Korean tech giant SK hynix. Lip-Bu Tan, the new CEO of the chip giant, is reportedly considering a revamp of the company’s approach to AI and job cuts. One of the potential changes is a change to the manufacturing operations of the firm to make semiconductors for AI giants like NVIDIA. The Intel foundry already makes chips for other AI giants like Microsoft and Amazon but Tan intends to target new customers. The firm is also looking to expand in areas like software, robotics and AI foundation models.
17. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders: 64
Number of Billionaire Investors: 16
Value of Billionaire Holdings: $2 Billion
Palantir Technologies Inc. (NASDAQ:PLTR) is a public American company that specializes in software platforms for big data analytics. In the past few months, it has emerged as one of the most important AI software firms globally. The interest in the company is primarily derived from the competitive edge that AI-enabled software products, like the Artificial Intelligence Platform (AIP), offer to businesses, as well as the government and private partnerships that the company has secured. For example, in the fourth quarter of 2024, the US commercial revenue of the firm surged 62%. Palantir projects 31% revenue growth for 2025. The firm has also secured a significant US Army contract for the Next-Generation Command and Control (NGC2) program that could generate nearly $100 million in annual recurring revenue.
16. Arista Networks, Inc. (NYSE:ANET)
Number of Hedge Fund Holders: 78
Number of Billionaire Investors: 17
Value of Billionaire Holdings: $2 Billion
Arista Networks, Inc. (NYSE:ANET) engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for data center, campus, and routing environments. Despite experiencing slower initial traction in AI revenue compared to peers, the firm is expected to benefit from the widespread adoption of Ethernet by Tier 1 hyperscalers and Tier 2 cloud companies this year. The company recently revised its 2025 revenue growth outlook to 17% or $8.2 billion, up from the initial guidance range of 15% to 17%. This optimism reflects strong demand across AI, cloud, and enterprise sectors. For Q1 2025, the revenue guidance is $1.93 billion to $1.97 billion, with a gross margin estimate of approximately 63% and operating margin at 44%. UBS has a Buy rating on the stock with a price target of $115.
15. Vertiv Holdings Co (NYSE:VRT)
Number of Hedge Fund Holders: 92
Number of Billionaire Investors: 17
Value of Billionaire Holdings: $2 Billion
Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments. Some of the notable AI offerings of the firm include thermal management systems, power distribution units, and integrated modular solutions. In Q4 2024, the company reported adjusted EPS of $0.99, a 77% increase compared to last year, and organic sales growth of 27%. CEO Giordano Albertazzi emphasized that Vertiv’s position at the intersection of AI and data center infrastructure uniquely positions it for continued growth. The company also raised its 2025 sales guidance to $9.2 billion at the midpoint, up $75 million from its November 2024 projection, citing robust AI-driven demand.
14. Constellation Energy Corporation (NASDAQ:CEG)
Number of Hedge Fund Holders: 85
Number of Billionaire Investors: 17
Value of Billionaire Holdings: $3 Billion
Constellation Energy Corporation (NASDAQ:CEG) generates and sells electricity in the United States. There are several factors that have enabled the company to outperform the broader market in 2025 as the AI boom sweeps the market. Constellation is the largest nuclear power plant operator in the US. AI hyperscalers, in light of sustainability concerns, have sought nuclear power for their AI data centers. Constellation has a blockbuster deal in this regard with Microsoft already. The utility firm has also recently purchased privately-held natural gas and geothermal company Calpine. This acquisition, benefiting from decarbonization and AI trends, could add $2 billion/year to the free cash flow of the former. The purchase will also provide the utility firm with more access to the large power markets in Texas and California.
13. Micron Technology (NASDAQ:MU)
Number of Hedge Fund Holders: 94
Number of Billionaire Investors: 18
Value of Billionaire Holdings: $996 Million
Micron Technology (NASDAQ:MU) makes and sells memory and storage products. Despite concerns surrounding the tariff situation, the company delivered impressive revenue numbers in the latest earnings report. The firm achieved record revenue in data center DRAM during fiscal Q2, with HBM revenue exceeding $1 billion for the first time. The company credited the strong product momentum and leadership in low-power DRAM for the data center as key drivers. The company plans further growth in DRAM and NAND bit shipments in fiscal Q3, with revenue forecasted at $8.8 billion, plus or minus $200 million, with a gross margin of 36.5%, plus or minus 100 basis points. Operating expenses are projected at approximately $1.13 billion. Fiscal Q3 EPS is expected to be $1.57 per share, plus or minus $0.10.
12. Applied Materials, Inc. (NASDAQ:AMAT)
Number of Hedge Fund Holders: 80
Number of Billionaire Investors: 18
Value of Billionaire Holdings: $2 Billion
Applied Materials, Inc. (NASDAQ:AMAT) provides equipment, services, and software for the semiconductor industry. In recent months, the firm has invested heavily in AI and energy-efficient computing. During the earnings call in February, CEO Gary Dickerson highlighted record revenues for Q1 2025 and stressed that foundational semiconductor innovations are critical to achieving system-level energy and cost efficiencies, positioning Applied for continued growth. For Q2 2025, Applied Materials forecasts revenue of $7.1 billion, plus or minus $400 million, and non-GAAP EPS of $2.30, plus or minus $0.18. The company expects Semiconductor Systems revenue to reach approximately $5.3 billion. In mid-March, the firm raised the dividend by 15% and announced a $10 billion share repurchase program.
11. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holders: 96
Number of Billionaire Investors: 18
Value of Billionaire Holdings: $5 Billion
Advanced Micro Devices, Inc. (NASDAQ:AMD) operates as a semiconductor manufacturer. The company is heavily invested in the AI boom, with more than 50% of annual revenue coming from the data center portfolio. After posting record annual revenue of close to $26 billion in 2024, the firm expects Q1 2025 revenue of approximately $7.1 billion, slightly down sequentially but up 30% year-over-year, driven by strong growth in the data center and client businesses. The company also anticipates double-digit revenue and EPS growth for 2025, driven by continued momentum in the data center GPU and CPU businesses. Investment advisory KeyBanc recently downgraded the stock to Sector Weight from Overweight, citing concerns about the sustainability of its China AI business.
10. QUALCOMM Incorporated (NASDAQ:QCOM)
Number of Hedge Fund Holders: 79
Number of Billionaire Investors: 19
Value of Billionaire Holdings: $3 Billion
QUALCOMM Incorporated (NASDAQ:QCOM) develops and sells foundational technologies for the wireless industry. This year, the company has gained global recognition with the Snapdragon 8 Elite platform, a chip that is driving AI integration in smartphones. The company plans to achieve $22 billion in non-handset revenues by 2029, and per CEO Cristiano Amon, design wins in PCs for the firm have exceeded 80 and are targeted to surpass 100 by 2026. Amon has also underscored the edge AI opportunity, stating the shift to on-device AI inference is poised to drive adoption across industries, particularly with Qualcomm’s AI processors. In Q1 2025, the firm posted record revenue of $11.7 billion and non-GAAP EPS of $3.41. During the period, chipset revenues reached $10.1 billion.
9. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 166
Number of Billionaire Investors: 21
Value of Billionaire Holdings: $101 Billion
Apple Inc. (NASDAQ:AAPL) is a consumer electronics firm. The buzz around the AI offerings of the firm, including the rollout of Apple Intelligence features to iOS devices across the world, has been overshadowed by the US-China trade war. Apple derives a large portion of revenue from the sales of iPhones, which are assembled in China, and US President Trump has announced a dramatic increase in tariffs on products shipped to the US from China. Investment advisory Needham recently estimated that Apple’s full-year, fiscal 2025 earnings per share estimate is calculated to fall by 28%, or $2 per share, if the iPhone maker isn’t granted an exemption from Trump’s tariff plan. Needham currently estimates a full-year fiscal 2025 EPS estimate of $7.32. If Apple is not granted an exemption, Needham expects it to fall to $5.27.
8. Alphabet Inc. (NASDAQ:GOOG)
Number of Hedge Fund Holders: 174
Number of Billionaire Investors: 24
Value of Billionaire Holdings: $10 Billion
Alphabet Inc. (NASDAQ:GOOG) is a technology company that owns and runs the internet search engine Google. Last month, the company announced Gemini 2.5, the latest in a series of next-generation artificial intelligence large language models. Per the tech giant, the Gemini 2.5 models are thinking models, capable of reasoning through their thoughts before responding, resulting in enhanced performance and improved accuracy. The company’s Tensor Processing Units (TPUs), specialized AI chips, and its DeepMind AI division, are estimated to be worth over $700 billion collectively, per a Barron’s report. Google, the search engine owned by Alphabet, announced earlier this year plans to invest $75 billion in AI initiatives in 2025. AI enhancements in Google Search contributed to $54 billion in revenue from this segment in Q4 2024.
7. Vistra Corp. (NYSE:VST)
Number of Hedge Fund Holders: 120
Number of Billionaire Investors: 25
Value of Billionaire Holdings: $3 Billion
Vistra Corp. (NYSE:VST) operates as an integrated retail electricity and power generation company. In early March, following strong quarterly results, Bank of America upgraded the stock to Buy from Neutral with a $152 price target. In an investor note, analyst Ross Fowler viewed Vistra’s base business of baseload generation and competitive retail as well-positioned to benefit from tightening markets in PJM and ERCOT, increasing demand and retail growth, regardless of datacenter deals. For 2026, the company has maintained confidence in adjusted EBITDA exceeding $6 billion. However, CEO Burke has noted that legislative and regulatory uncertainties in Texas and PJM markets could impact future investments and timelines, particularly for new-generation projects.
6. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holders: 161
Number of Billionaire Investors: 25
Value of Billionaire Holdings: $14 Billion
Broadcom Inc. (NASDAQ:AVGO) supplies semiconductor infrastructure software solutions. Investment advisory Daiwa recently highlighted four strong drivers for Broadcom in 2025. These included the application specific integrated circuit / XPU business of the chipmaker, the networking business, the VMware acquisition, and the coming rebound in the broader semiconductor market. Keeping in mind these drivers, analyst Louis Miscioscia upgraded the stock to Buy from Outperform, but lowered the price target to $225 from $275. The advisory cautioned that potential negatives included tariffs, the upcoming AI Diffusion Rule, and the possibility that the AI market takes a downturn. The chip giant recently announced a new share buyback program worth up to $10 billion.
5. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 223
Number of Billionaire Investors: 29
Value of Billionaire Holdings: $33 Billion
NVIDIA Corporation (NASDAQ:NVDA) provides graphics, computing and networking solutions. As US President Trump weighs further tariffs on products coming into the US from trade rivals like China, a Financial Times report has quoted Jensen Huang, the CEO of NVIDIA, as saying that his firm will spend hundreds of billions of dollars on chips and other electronics manufactured in the US over the next four years. The announcement follows multibillion-dollar US investment plans announced by other technology companies, including Apple. Huang added that the leading artificial intelligence chipmaker was now able to manufacture its latest systems in the US through suppliers such as Taiwan Semiconductor Manufacturing Company and Foxconn, and that he saw a growing competitive threat from Huawei in China.
4. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Number of Hedge Fund Holders: 186
Number of Billionaire Investors: 30
Value of Billionaire Holdings: $14 Billion
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) makes and sells integrated circuits and semiconductors. The company dominates the semiconductor manufacturing industry, controlling 90% of the market for leading process nodes. These nodes underpin the success of companies like NVIDIA and Broadcom who rely on the technical and manufacturing expertise of TSM for their AI chip success. Latest reports from news platform The Information indicate that Intel and Taiwan Semiconductor Manufacturing have reached a preliminary agreement to form a joint venture to operate some of Intel’s foundry facilities. Under the agreement, TSMC would take a 20% stake in the new company. In return for its stake, TSMC would provide training and insight into chipmaking techniques.
3. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 262
Number of Billionaire Investors: 36
Value of Billionaire Holdings: $32 Billion
Meta Platforms, Inc. (NASDAQ:META) engages in the development of products that enable people to connect and share with friends and family. Following the launch of new AI models by rival Alphabet, Meta also recently announced the launch of Llama 4, a new series of AI models that powers the AI assistant of the tech giant across platforms like WhatsApp, Messenger, and Instagram. The release includes two immediately available models—Scout and Maverick—with a third model, Behemoth, still in training. Reports suggest that Llama 4 Scout, designed to run on a single Nvidia H100 GPU, features a massive 10-million-token context window allowing it to process extremely lengthy documents. This model outperforms Google’s Gemma 3 and Gemini 2.0 Flash-Lite models, as well as the open-source Mistral 3.1 across various benchmarks.
2. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 317
Number of Billionaire Investors: 39
Value of Billionaire Holdings: $53 Billion
Microsoft Corporation (NASDAQ:MSFT) is a technology company. The company is heavily invested in the AI world through a significant stake in OpenAI, a startup valued at over $300 billion that introduced ChatGPT to the world. In addition to this, latest earnings reveal that Microsoft’s AI-related products and services have achieved an annual revenue run rate exceeding $13 billion, marking a 175% increase from the previous year. Microsoft has integrated AI capabilities across the product portfolio, most notably within its Azure cloud services and Microsoft 365 suite, to critical acclaim. To further solidify its status as an AI powerhouse, the tech giant has announced plans to invest approximately $80 billion in AI-enabled data centers during the fiscal year 2025.
1. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 339
Number of Billionaire Investors: 40
Value of Billionaire Holdings: $33 Billion
Amazon.com, Inc. (NASDAQ:AMZN) operates as a technology conglomerate with core interests in the ecommerce business. Over the past months, Amazon has also introduced AI shopping assistants and integrated AI into Amazon Web Services. Since late 2023, Amazon has upped investments in the AI sphere through Anthropic, the AI startup that is at the core of the AI success story for the tech giant. In September 2023, Amazon announced an initial investment of $1.25 billion in Anthropic, with an option to increase this investment up to $4 billion. By November 2024, Amazon had invested an additional $4 billion in Anthropic, bringing its total investment to $8 billion. As of December 2024, the company’s stake in Anthropic was valued at approximately $14 billion, reflecting a 75% gain from the initial investment.
Overall, AMZN ranks first among the 30 best AI stocks to buy according to billionaires. While we acknowledge the potential of these AI companies, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than AMZN but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap
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