The rise of artificial intelligence (AI) is considered a game-changing innovation that could have a significant impact on the global economy. While Nvidia is currently a popular choice among investors, there are concerns that the company may be in a bubble. The increasing production of AI chips and new entrants in the AI-accelerated data center space may reduce Nvidia's pricing power. The company's reliance on a few major customers who are developing their own GPUs is also a potential risk.

Instead, Meta Platforms and SentinelOne are highlighted as smarter AI investment options. Meta Platforms, one of Nvidia's top customers, has its own AI chips and generates most of its revenue from advertising, making it less vulnerable to an AI bubble burst. SentinelOne, an endpoint cybersecurity solutions provider, uses AI and machine learning to detect and respond to potential threats. With its subscription-driven operating model and growing customer base, SentinelOne has the potential for significant growth.