Billionaire Money Managers Have Chosen Their 2 Favorite AI Stocks (and It's Not Nvidia or Alphabet)

Analysis of Form 13F filings reveals that billionaire investors favor Amazon and Taiwan Semiconductor Manufacturing (TSMC) as their top AI stocks, rather than Nvidia or Alphabet. Amazon's AWS division has accelerated to 37% YoY growth by integrating generative AI capabilities, while generating 60% of the company's operating income despite representing less than 21% of sales. TSMC is preferred for its foundational role in AI hardware infrastructure, particularly its CoWoS packaging technology essential for AI data centers, with capacity expected to nearly triple by 2027.