"The backlog surge to $30B+ suggests demand visibility well beyond 2025, but the concentration in mega-customers like OpenAI ...

In Q2 2025, major hedge funds like Bridgewater Associates and Tiger Global Management amplified their stakes in Big Tech, capitalizing on the artificial intelligence boom.

Top hedge funds, including Bridgewater, Tiger Global, Discovery Capital, and Coatue, ramped up investments in Big Tech and AI ...