Bridgewater's Wild Switch: Chips for Power? Bridgewater Associates has made a dramatic shift in its investment priorities, according to recent quarterly filings.
The hedge fund giant has been shedding its stake in Nvidia, the dominant player in accelerated computing, while simultaneously doubling down on Vistra, an energy company that provides power to data centers.
This move raises more questions than answers about Bridgewater's assessment of the rapidly evolving AI landscape.