Billionaire investor Bill Ackman is heavily investing in artificial intelligence (AI), with significant holdings in two trillion-dollar companies. His largest bet is on a company leading in a $918 billion global AI market by 2033. Ackman is known for identifying undervalued assets and pushing for corporate change. His fund holds $14.6 billion in assets, with 48% in AI stocks like Alphabet.

Alphabet, one of Ackman’s top holdings, accounts for 19% of his invested assets. The company’s AI advancements in Google Cloud are driving sales growth, with $126.8 billion in cash reserves for further investments. Amazon, another significant holding, makes up 8.7% of Ackman’s investments, with a focus on AI within its AWS segment and advertising services. The company ended 2025 with $123 billion in cash.

Uber Technologies represents the largest AI wager for Ackman, with a 20% stake in the ride-sharing giant. Uber’s reliance on AI for route tracking and dynamic pricing positions it well in a rapidly growing market expected to reach $918 billion by 2033. Uber also operates Uber Eats and a freight logistics company, both utilizing AI for success.

Read more at Nasdaq: 48% of Billionaire Bill Ackman’s Portfolio Is Invested in 3 AI Stocks, One of Which Is Expected to See Its Addressable Market 10X by 2033