The artificial intelligence (AI) revolution has captured the attention of investors, with a growing belief that it can lead to economic growth and innovation similar to the impact of the internet. Super Micro Computer has benefited from the high expectations for AI, with its stock rising significantly. However, there are concerns about the company's reliance on Nvidia's supply shortage and its history of failing to meet expectations. Billionaire investors Steven Cohen, Ken Griffin, and Israel Englander have sold shares of Super Micro, but have invested in other AI stocks.

Cohen added positions in Amazon and Dell Technologies, while Griffin focused on Nvidia and Advanced Micro Devices. Englander opted for Alphabet (Google) and Apple. These investments provide exposure to AI growth while diversifying their portfolios.