Palantir Billionaire Peter Thiel Just Bought Shares of This AI Stock That’s Climbed 200,000% Since Its IPO -- And It’s His Top Position.

Billionaire venture capitalist Peter Thiel has ended a two-quarter hiatus from public equity markets by deploying more than $418 million across eight companies via his fund, Thiel Macro. The centerpiece of the allocation is Amazon (AMZN), where Thiel purchased 495,000 shares, immediately establishing the tech and cloud computing giant as his largest portfolio holding at a 28% weighting. Thiel's investment strategy heavily emphasizes the expanding artificial intelligence ecosystem and its infrastructure requirements. In addition to Amazon—which reported an annual run rate exceeding $25 billion for both its AI chips and broader AI services—Thiel also acquired positions in several major energy providers, including Vistra Corp. and American Electric Power, to capitalize on the soaring power demand generated by AI data centers. With Amazon trading at approximately 20 times forward earnings estimates despite accelerating cloud momentum and infrastructure investments, Thiel's aggressive positioning highlights growing institutional confidence in foundational AI and energy infrastructure assets.