New Delhi, May 24 -- Global hedge funds sharply increased their bets on artificial intelligence-linked companies at the start of the second quarter of 2026, with semiconductor and AI infrastructure firms emerging as the biggest beneficiaries, according to a latest Goldman Sachs Hedge Fund Trend Monitor report.

"Hedge funds entered Q2 2026 doubling down on the AI trade," Goldman Sachs said in the report.

The report, which analysed holdings of 1,059 hedge funds with USD 4.6 trillion in gross equity positions, said funds "lifted their net tilt to the Information Technology sector by +853 bp, the largest quarterly increase to the sector on record."

According to the report, hedge funds aggressively increased exposure to semiconductor compan...