Billionaire Ken Griffin Sold 48% of Citadel's Stake in Palantir and Nearly Quadrupled His ...

Adam Spatacco from The Motley Fool analyzes billionaire Ken Griffin's strategic portfolio moves as Citadel reduces its Palantir stake by 48% while nearly quadrupling its Nvidia position.

Griffin's calculated rotation within the AI sector reflects a shift from software applications to infrastructure dominance. Rather than abandoning artificial intelligence investments, Citadel is positioning itself around the foundational technology that powers the entire ecosystem. This strategic rebalancing suggests Griffin believes the next wave of AI profits will emerge from companies controlling the essential computing infrastructure rather than those developing algorithms.

• Nvidia's GPU technology now powers everything from large language models to autonomous systems and humanoid robots
• The company's CUDA software platform creates a competitive moat that locks developers into its computing standard
• Major cloud providers are investing hundreds of billions annually in data center capacity, driving sustained demand
• Upcoming GPU architectures like Blackwell Ultra and Rubin extend Nvidia's technological leadership for years ahead