Billionaire Soros Bets Big on AI, Boosts Nvidia Holdings by 1,600%

In the second quarter of 2025, billionaire investor George Soros has made a significant move into the AI sector, with a particular focus on Nvidia. Soros Capital has boosted its Nvidia stake by a staggering 1,600%, now holding roughly 990,000 share-equivalents.

This AI-focused portfolio shift is not just another tech bet for Soros. Rather, it is a calculated, swift, and nuanced macro strategy in disguise. Soros is not simply chasing momentum; he is strategically positioning himself to capitalize on positive feedback loops in the AI industry.

The key to Soros' approach is finding the right balance between robust long-term tech plays, like Nvidia, and more tactical bets on fintech or chips. By efficiently timing his entries and exits, Soros is aiming to stay ahead of the curve and adapt as the AI story evolves.

Soros' goal is to identify positive feedback loops, where rising stock prices can help businesses raise money to build more data centers, improve their tools, and ultimately boost their earnings, leading to even higher stock prices. This cyclical dynamic is at the heart of Soros' AI investment strategy.

While the market may be focused on Soros' big Nvidia move, he is quietly loading up on other pressure points that the pundits may be overlooking. This nuanced, macro-driven approach to AI reflects Soros' long-standing investment philosophy of following trends early, acting quickly, and adapting to the changing landscape.