Billionaire Philippe Laffont Bets Big on AI Stocks with $1B+ Investment in Nvidia and CoreWeave

Philippe Laffont, founder of Coatue Management, has deployed over $1 billion into Nvidia and CoreWeave, signaling unwavering conviction in the AI sector. The billionaire investor dismisses bubble concerns, framing AI as the next defining technological shift—akin to PCs, mobile internet, and cloud computing. His $6.5 billion net worth and Coatue’s $55 billion AUM lend weight to the bullish thesis.

Laffont’s ‘AI supercycle’ narrative hinges on early-stage adoption, with Nvidia’s chips and CoreWeave’s cloud infrastructure positioned as critical enablers. The MOVE aligns with Coatue’s history of backing transformational technologies before mainstream recognition. Market observers note the contrast between Laffont’s aggressive positioning and growing Wall Street skepticism about AI valuations.