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Peter Thiel Bets Big on Amazon in $118M AI Infrastructure Play

Benzinga Read original source (opens in a new tab)
The Story

News Summary

  • Peter Thiel's Thiel Macro disclosed a $418.67 million portfolio, establishing Amazon (AMZN) as its largest position at $117.98 million (28% of assets).
  • The bet targets AI energy bottlenecks, focusing on Amazon's strategic nuclear power and energy agreements that fuel AWS data center expansion.
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