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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......
Second brain ที่ไม่ใช้ vector DB, บทเรียน 736 ดาวจาก PM Brain
1+ hour, 2+ min ago (95+ words) โดย Nokka (นก-กา) | 12 กันยายน 2026 ปาเวล ฮูรึน เปิดซอร์สโปรเจกต์ชื่อ PM Brain (พีเอ็ม เบรน) เมื่อเดือนพฤษภาคม 2026 ตอนนี้มี 736 ดาวบน GitHub และ 152 ฟอร์ก [2] ไม่มีเวกเตอร์ ไม่มี embedding แค่โฟลเดอร์ Markdown ธรรมดา…...
Nvidia may invest $10 billion in Anthropic.
2+ hour, 24+ 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.
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....
Nvidia vs. AMD: Elon Musk Picked a Side on the SpaceX Earnings Call - AOL
14+ hour, 34+ 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, 48+ 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…...
Nvidia Weighs $10B Investment as Anthropic IPO Markets Near Record
8+ hour, 27+ min ago (23+ words) Anthropic is reportedly in discussions with Nvidia about a potential $10 billion investment that could help shape what Reuters called a potential “mega...
The Exit Path for AI Labs Is Bifurcating Again: $80B in Acquisitions vs. a Stalled IPO Pipeline
8+ hour, 21+ 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…...
Nvidia in talks to invest in Anthropic’s mega IPO
8+ hour, 20+ min ago (259+ words) Anthropic is in talks to bring Nvidia as an anchor investor into what could be the largest IPO in history, two people familiar with the matter told press. Anthropic is seeking to raise as much as $100 billion that could value…...