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Benzinga
Benzinga
Business
Bibhu Pattnaik

RARE PHOTOS: Billionaire fund manager doubles down on nvidia and key ai stack play | Rare Historical Photos

Philippe Laffont Nvidia Jensen Huang Coatue CoreWeave Coatue Management CoreWeave Inc CRWV NVDA Nvidia Corp Oracle
Peter Schiff Sound Alarm Over Nvidia, AMD’s China Chip Deal With Trump

Billionaire Philippe Laffont, the head of a $70 billion hedge fund at Coatue Management, has significantly ramped up his investments in Nvidia Corp. (NASDAQ:NVDA) and its leading AI-cloud collaborator, CoreWeave Inc (NASDAQ:CRWV).

What Happened: Laffont has structured a portfolio that is well-positioned for the upcoming AI capital expenditure super-cycle. His investment strategy is not about pursuing server shipments, but about owning the infrastructure that every AI model will require.

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