Billionaires Boost Positions in AI Leaders Nvidia, TSMC, and Amazon

Billionaire investors are doubling down on artificial intelligence pioneers, with recent 13F filings revealing aggressive accumulation of Nvidia (NVDA), Taiwan Semiconductor Manufacturing (TSM), and Amazon (AMZN) shares during Q2. David Tepper's Appaloosa catapulted its Nvidia stake by 500%, while Daniel Loeb's Third Point established a $500 million position where none existed at year-start.

The buying spree reflects institutional conviction in these companies' roles as infrastructure providers for the AI revolution. Nvidia's GPUs remain the Gold standard for machine learning workloads, with its chips now representing nearly 6% of Third Point's portfolio. TSMC's semiconductor manufacturing dominance and Amazon's cloud computing muscle complete the trifecta of essential AI enablers.