Billionaire Ray Dalio Is Betting Big on These 4 AI Stocks

Bridgewater Associates, led by billionaire Ray Dalio, has invested heavily in four AI-related stocks: NVIDIA, Lam Research, Salesforce, and Alphabet. The firm's largest bet is on NVIDIA, which makes up 2.6% of its portfolio.
Bridgewater Associates, a hedge fund led by billionaire Ray Dalio, has invested in four technology companies tied to the AI ecosystem. The firm's largest AI bet is NVIDIA, making up 2.6% of its portfolio after a 54% increase last quarter. NVIDIA reported $68.13 billion in revenue for Q4 FY2026, a 73% year-over-year increase. Lam Research, another significant holding, benefits from the semiconductor supply chain as AI demand drives more chip production. Salesforce represents a software-side AI play with its Agentforce platform for deploying AI-powered digital workers. Bridgewater's investments indicate a strong conviction in the long-term AI theme.
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