Billionaire Bill Ackman’s AI Power Move: 14% of His $12B Fund Now Rides on Google
When a Wall Street shark like Bill Ackman throws a $1.68 billion punch behind a single stock, the world pays attention. And this time, the stock is none other than Alphabet Inc. (NASDAQ: GOOGL) the tech titan powering Google, YouTube, and a rapidly growing empire of AI.
Ackman isn’t just betting on a company he’s betting on the future of artificial intelligence, and he’s doing it loud and clear:
14% of Pershing Square’s entire portfolio is now sitting in Alphabet.
Why Alphabet? Why Now?
Ackman’s bullish stance boils down to one powerful truth: Alphabet is becoming the heartbeat of AI infrastructure.
- Google DeepMind is building AI systems that rival anything coming out of OpenAI, Anthropic, or Meta.
- Gemini, Google’s answer to ChatGPT, is rolling out across Android, Google Docs, Gmail, and Search turning everyday apps into AI tools.
- Alphabet’s AI-first approach has now spread across its core business lines ads, cloud, hardware, and software.
And Wall Street’s starting to notice
The Billionaire Blueprint: What Ackman Sees That Others Don’t
Bill Ackman isn’t known for playing small. His investment playbook is about asymmetrical bets with exponential upside and Alphabet fits that script.
Here’s why this isn’t just another “buy Google” headline:
- He sees AI embedded into every layer of Alphabet’s ecosystem not just research labs, but monetized platforms.
- With 14% of his $12 billion fund in one stock, Ackman’s conviction isn’t hypothetical it’s measurable.
- His track record of timing disruption (e.g., shorting the market before COVID-19) gives this move major credibility.
What This Means for the AI Arms Race
Alphabet vs. Microsoft vs. Meta vs. OpenAI vs. Apple.
Everyone is chasing AI dominance, but Ackman just declared his champion and it’s the one building not just apps, but the infrastructure of intelligence.
Alphabet is:
- Serving up enterprise AI via Google Cloud
- Running global AI models via TPU chips and data centers
- Dominating search, video, mobile, and browser markets where AI is being deployed at scale
Financial Juggernut Take: Should You Follow Ackman?
Alphabet isn’t a “cheap” stock but it might still be undervalued if you believe AI is about to become the backbone of every business.
Here’s the logic:
- Even a 1% increase in productivity across Google’s global user base, powered by AI, translates to billions in value.
- Alphabet has zero debt, $100B+ cash, and margins that print money.
Ackman isn’t chasing trends. He’s parking billions where he thinks the AI winners will be minted.
Final Thought: Alphabet Isn’t Just Search It’s the Future of Thinking
AI is reshaping how we work, search, spend, and live. Ackman knows the platform that hosts this transformation won’t be built tomorrow it already exists.
And right now, it’s called Alphabet.
