3 Next-Gen AI Stocks That 3G Capital Bought in Q2

Artificial intelligence (AI) has emerged as one of the defining investment themes of the past year, and its influence on the market shows little sign of fading as we move deeper into 2026. While investors have been chasing high-growth AI companies, attention is increasingly shifting toward businesses that provide the hardware, infrastructure, and computing power needed to turn the AI boom into reality. That trend is also reflected in the latest portfolio moves of New York-based private equity firm 3G Capital Partners.

The firm’s latest 13F filing revealed fresh bets across several technology names, including Dell Technologies (DELL), Sandisk Corporation (SNXX), and Nebius Group N.V. (NBIS). During the second quarter, 3G Capital initiated a new position in Sandisk, purchasing 9,000 shares. The firm also added 90,000 shares of Dell and snapped up 65,000 shares of Nebius Group. The moves are notable because each company offers a different way to participate in the expanding AI ecosystem, from data storage and AI infrastructure to the computing capacity required to power the next generation of AI applications.