In the past two years, the surge of artificial intelligence (AI) has significantly energized Wall Street. AI's potential to advance its functions and learn new roles autonomously has made it a promising technology. According to PwC, AI might create a $15. 7 trillion market by 2030, with increased productivity adding $6. 6 trillion to global GDP and consumption effects adding $9. 1 trillion. This potential hasn't gone unnoticed by investors, who actively track AI stocks through Form 13Fs. Heading into 2025, there are three AI stocks gaining prominence among billionaire asset managers. **Broadcom** is a standout AI stock. Notable buyers include Philippe Laffont and Stanley Druckenmiller, who purchased substantial shares. Broadcom's Jericho3-AI fabric, which connects up to 32, 000 GPUs, is vital for AI data centers, and its custom AI chips are in high demand. CEO Hock Tan anticipates significant AI revenue growth by fiscal 2027. Additionally, Broadcom supplies wireless chips and cybersecurity solutions, making it resilient against potential market bubbles.

However, questions remain about maintaining its high valuation. **Taiwan Semiconductor Manufacturing (TSMC)** is another favorite among billionaires like Chase Coleman and Stanley Druckenmiller. TSMC is crucial for GPU production in AI and has ambitious future goals for chip capacity. However, potential challenges stem from U. S. trade policies and export restrictions. Despite its past reputation as a bargain, TSMC's current valuations are high for a cyclical industry. **Amazon** also attracts billionaire investors, with notable shares bought by Stephen Mandel, Philippe Laffont, Larry Robbins, and Chase Coleman. Amazon Web Services (AWS) is central to Amazon’s AI ventures, incorporating AI solutions widely. AWS's substantial contribution to Amazon’s income underscores its importance. Additionally, Amazon is developing its own AI chips, Trainium2 and Inferentia, which, although not as powerful as Nvidia's, could be more affordable and accessible. The question remains whether Amazon’s stock still offers value after reaching record highs, as its price-to-cash-flow ratio suggests potential upside. Collectively, these stocks illustrate the immense interest and strategic investments in AI technology among top investors, highlighting both their potential rewards and associated valuation concerns.