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News
Forget NVDA: Peter Thiel's New $419 Million Portfolio Bets Big on the Power Behind AI
1+ day, 3+ hour ago (41+ words) Peter Thiel‘s investment firm, Thiel Macro LLC, disclosed a $418.67 million equity portfolio across eight companies in the second quarter, bypassing semiconductor manufacturers to allocate capital toward electrical grid operators, nuclear developers, tech infrastructure, and conventional energy. Rebuilding Capital in......
Oracle's AI Chips Ran 97.9% Utilized Last Quarter. For Nvidia, That Is What a Shortage Looks Like.
11+ hour, 52+ min ago (697+ words) Most of those chips are Nvidia's. Oracle's cluster design for its biggest AI deployments connects hundreds of thousands of Nvidia GPUs, and its largest planned builds target up to 800,000 of them. So while Nvidia didn't report this week, a company…...
Dell Booked More AI Server Orders in 3 Months Than It Recorded in Total Revenue
11+ hour, 52+ min ago (737+ words) Shares of Dell Technologies (NYSE:DELL) surged as much as 12% on Friday, touching a fresh 52-week high. The hardware giant's stock has more than quintupled from its 52-week low as of this writing. Much of the latest leg has come…...
AI’s HBM Shortage Strengthens Micron’s Hand—and Pressures Nvidia’s GPU Economics
1+ day, 12+ hour ago (487+ words) One of the biggest bottlenecks in the AI chip market has become high-bandwidth memory. Reuters reported September 10 that Chinese AI-chip makers including Huawei and Cambricon are raising accelerator prices because high-bandwidth memory has become increasingly scarce. Huawei's upcoming Ascend 950DT has…...
How to Play Flex Stock Amid a Major $4.4 Billion AI Data Center Catalyst
1+ day, 8+ hour ago (217+ words) Flex is sharpening its AI infrastructure play through its planned acquisition of EPC Power, adding fresh power to its data-center ambitions....
Foxconn Just Delivered a Major Bullish Signal for Nvidia Stock
20+ hour, 22+ min ago (242+ words) GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares Cathie Wood Just Bet $45 Million on This Beaten-Down Space Stock. Wall Street Sees 70% Upside. Rocket Lab Stock Just Scored a New Bullish Rating Now, Nvidia's momentum is…...
The Agent Governance Stack Is Forming: Four Products, Two Weeks, One Pattern
8+ hour, 8+ min ago (635+ words) Four enterprise software vendors shipped standalone AI agent governance products between August 24 and early September 2026. The window between the first launch and the last was roughly two weeks. None of them waited for the agents to figure out their own…...
The Exit Path for AI Labs Is Bifurcating Again: $80B in Acquisitions vs. a Stalled IPO Pipeline
8+ hour, 20+ min ago (549+ words) The Feeding Frenzy the IPO Pipeline Cannot Match Between August 14 and September 3, 2026, three acquisitions closed or confirmed totaling $80.4 billion. Not one major AI lab completed an IPO in the same window. Anthropic’s roadshow, once expected the week of September 7, has…...
OpenAI delaying IPO amid AI safety concerns, Sam Altman says
16+ hour, 34+ min ago (121+ words) OpenAI will not go public this year given all the safety work it needs to do, CEO Sam Altman said in a Fortune interview released Saturday. Why it matters: Altman's comments come as fears over doomsday AI scenarios have ramped…...
Google outlines $17B Project Tembo data center campus planned for Laramie County
18+ hour, 35+ min ago (1096+ words) CHEYENNE — The Metropolitan Downtown's event room was packed Wednesday evening with members of the public, local and state government officials, industrial developers and more who came wanting to hear about Project Tembo, Google's proposed $17 billion data center campus in Laramie…...