Analysts are recommending Super Micro Computer (SMCI) as a better investment than Nvidia (NVDA) based on its significantly lower valuation and higher returns over the past few years, with SMCI shares rising by 1,185% since January 2021 compared to 710% for NVDA. Gartner's chief of research, Erick Brethenoux, warns that AI requiring specialist hardware, such as GPUs, is 'doomed' as organizations shift back to established AI techniques amidst a 'brute force' phase of AI development. He emphasizes that generative AI is overhyped, constituting only 5% of practical use cases, while many organizations are finding value in existing AI methods. Meanwhile, Qualcomm is highlighted as a strong player in the AI arena, with a focus on edge AI and connectivity chips, as its shares have also seen a positive year. The investment landscape is shifting towards AI, seen as a revolutionary opportunity across industries, prompting calls for early investment in agile startups rather than established giants. Overall, AI is regarded as a significant disruptor with immense growth potential, emphasizing the need for investors to act promptly.