Investors Stanley Druckenmiller, David Tepper, and Peter Thiel massively invested in AI-exposed tech stocks in Q2 2026, collectively deploying over $1 billion into Amazon and Alphabet. Druckenmiller opened a $120 million position in Alphabet, while Thiel built a $118 million stake in Amazon representing 28% of his portfolio. Tepper doubled his existing Amazon position to approximately $900 million. These investments are supported by AWS performance, with 37% revenue growth in Q2 2026 and a backlog reaching $496 billion. Unlike chipmakers or pure-play AI software companies, these investors bet on infrastructure, meaning data centers and cloud platforms.
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