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News

Yahoo Finance
finance.yahoo.com > technology > ai > articles > forget-nvda-peter-thiels-419-213011744.html

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......

Khaleej Times
khaleejtimes.com > business-technology-review > why-connectivity-will-drive-ais-next-wave-of-innovation

Why connectivity will drive AI’s next wave of innovation

17+ hour, 52+ min ago   (488+ words) Sun, Sep 13, 2026 | Rabi al-Thani 2, 1448 | Fajr 04:46|DXB 32.1°C Artificial intelligence has moved beyond the stage of experimentation. Across industries and everyday life, AI is becoming embedded in how businesses operate, governments deliver services and people interact with technology. The defining shift…...

DEV Community
dev.to > ryan_zhao > deepseek-r1-the-open-source-reasoning-revolution-that-changes-everything-48m6

DeepSeek R1: The Open-Source Reasoning Revolution That Changes Everything

1+ hour, 3+ min ago   (16+ words) The... Tagged with ai, deepseek, moe, reasoning....

Yahoo Finance
finance.yahoo.com > technology > ai > articles > oracles-ai-chips-ran-97-033801627.html

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…...

citizenfreepress.com
citizenfreepress.com > breaking > nvidia-may-invest-10-billion-in-anthropic

Nvidia may invest $10 billion in Anthropic.

2+ hour, 22+ min ago   (11+ words) The Greatest News Site On The Internet. Home of CFP Nation....

MarkTechPost
marktechpost.com > 09/12/2026 > implementation-of-machine-learning-workflows-with-nvidia-cuml-rapids-gpu-benchmarking-explainability-clustering-and-model-inference

Implementation of Machine Learning Workflows with NVIDIA cuML, RAPIDS, GPU Benchmarking, Explainability, Clustering, and Model Inference

3+ hour, 9+ min ago   (198+ words) We benchmark scikit-learn and cuML implementations of PCA, K-Means, nearest neighbors, logistic regression, random forests, and DBSCAN. We generate datasets on the GPU, synchronize CUDA operations for fair timing, and record the speedup each accelerated algorithm achieves. We also compare…...

Yahoo Finance
finance.yahoo.com > technology > ai > articles > dell-booked-more-ai-server-005301316.html

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…...

Yonhap News Agency
en.yna.co.kr > view > AEN20260913000500320

SK chairman calls for sustainable AI biz model amid investment boom

3+ hour, 51+ 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…...

Medium
medium.com > @lumerastyle06 > i-stress-tested-the-ai-bubble-at-3-trillion-the-first-thing-to-break-wasnt-nvidia-40687b70ac9d

I Stress-Tested the AI Bubble at $3 Trillion — The First Thing to Break Wasn’t Nvidia.

21+ min ago   (30+ words) What happens when data-center utilization, GPU economics, financing costs and AI revenue growth stop moving …...

Medium
medium.com > @lumerastyle06 > the-ai-bubble-has-reached-the-point-of-no-return-now-the-debt-must-pay-for-the-growth-e71a1ff26dc0

The AI Bubble Has Reached the Point of No Return: Now the Debt Must Pay for the Growth.

23+ min ago   (36+ words) Inside the $3.5 trillion debt machine financing the AI boom — and why the cash-flow math no longer adds …...