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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......
AI Startup Discovery Loop, founded by former Google Chief Scientist Jeff Dean, seeks to raise funds at $50 bn valuation
46+ min ago (303+ words) Discovery Loop, an artificial intelligence (AI) startup founded by Jeff Dean, a former chief scientist at Google, is seeking to raise funds again at a valuation of $50 billion. According to the report, the terms of the deal remain subject to…...
Oracle's AI Chips Ran 97.9% Utilized Last Quarter. For Nvidia, That Is What a Shortage Looks Like.
11+ hour, 50+ 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…...
Nvidia may invest $10 billion in Anthropic.
2+ hour, 20+ min ago (11+ words) The Greatest News Site On The Internet. Home of CFP Nation....
SK chairman calls for sustainable AI biz model amid investment boom
3+ hour, 49+ min ago (319+ words) ULSAN, Sept. 13 (Yonhap) -- SK Group Chairman Chey Tae-won has called for efforts to develop a sustainable business model for artificial intelligence (AI), saying massive investment in the technology must ultimately generate returns to sustain investment and growth. Chey made the…...
I Stress-Tested the AI Bubble at $3 Trillion — The First Thing to Break Wasn’t Nvidia.
19+ min ago (30+ words) What happens when data-center utilization, GPU economics, financing costs and AI revenue growth stop moving …...
The AI Bubble Has Reached the Point of No Return: Now the Debt Must Pay for the Growth.
21+ min ago (36+ words) Inside the $3.5 trillion debt machine financing the AI boom — and why the cash-flow math no longer adds …...
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....
I built a decision app because group chats cannot decide — here is what I learned
6+ hour, 31+ min ago (308+ words) I kept noticing the same pattern: six people in a group chat, twenty minutes, zero decisions. Restaurant, movie, weekend plan — the loop always ended with "I don't care, you pick" followed by everyone picking the same thing they picked last…...