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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......
DeepSeek R1: The Open-Source Reasoning Revolution That Changes Everything
1+ hour, 3+ min ago (16+ words) The... Tagged with ai, deepseek, moe, reasoning....
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....
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 …...
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, 33+ 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…...
AI Supercharges S&P 500 Earnings as 2026 Growth Forecast Hits 32%
7+ hour ago (541+ words) Wall Street’s 2026 earnings outlook has shifted sharply higher as artificial intelligence spending strengthens profits across technology, advertising, cloud computing, and related industries. S&P 500 earnings are now projected to rise 32% in 2026, up from roughly 24% before second-quarter reporting began. The AI…...
Nvidia vs. AMD: Elon Musk Picked a Side on the SpaceX Earnings Call - AOL
14+ hour, 32+ min ago (631+ words) Nvidia and AMD are the two leading GPU designers for artificial intelligence (AI) workloads. Elon Musk has spoken highly about Nvidia's GPUs in the past, and did so again during SpaceX's earnings call. Nvidia GPUs are now used in operations…...
Elon Musk commits SpaceX exclusively to Nvidia hardware, sending AMD shares tumbling
7+ hour, 46+ min ago (336+ words) SpaceX's first public earnings call revealed $2.56 billion in AI revenue and a full commitment to Nvidia's Vera Rubin architecture, rattling the semiconductor landscape. SpaceX just held its first earnings call as a public company, and Elon Musk used the occasion…...
L1, L2 and L3 Explained: Choosing the Right FastX Network Compute Node
3+ hour, 43+ min ago (166+ words) FastX Network’s compute node system is built around three node types: L1, L2 and L3. Each provides a different level of computing capacity and participation within the network. L1 provides 2,000G of compute power. The whitepaper describes it as the entry point into the FastX…...