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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, 5+ min ago (16+ words) The... Tagged with ai, deepseek, moe, reasoning....
Oracle's AI Chips Ran 97.9% Utilized Last Quarter. For Nvidia, That Is What a Shortage Looks Like.
11+ hour, 54+ 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, 54+ 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…...
I Stress-Tested the AI Bubble at $3 Trillion — The First Thing to Break Wasn’t Nvidia.
22+ 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.
25+ 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....
What is the difference between a dead pixel and a stuck pixel?
4+ hour, 54+ min ago (273+ words) Look closely and you can tell them apart. Many electronics users have felt the wave of panic that comes with trying to wipe away a mark on their screen, only to realize it's actually an issue with the screen itself....
How Meta, Google, and LinkedIn Approach Ad API Access
2+ hour, 4+ min ago (32+ words) One integration problem, three completely different trust models, and only one of them charges you per person. A product I am building needs …...
I built a decision app because group chats cannot decide — here is what I learned
6+ hour, 34+ 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…...