Peter Thiel's 13F portfolio heavily weights energy infrastructure and utility companies to supply power for AI data centers, alongside a long position noted in $GLXY and $DMGI.NE. His largest holding is $AMZN at 28.2%, followed by utility positions in Vistra and $VST (totaling 32.2%), $AEP at 10.1%, $DTE at 9.6%, $FE at 9.5%, and $CMS at 9.4%.