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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......
Why connectivity will drive AI’s next wave of innovation
17+ hour, 54+ 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…...
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…...
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....
Implementation of Machine Learning Workflows with NVIDIA cuML, RAPIDS, GPU Benchmarking, Explainability, Clustering, and Model Inference
3+ hour, 11+ 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…...
SK chairman calls for sustainable AI biz model amid investment boom
3+ hour, 53+ 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.
23+ 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 …...
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…...
NTU team’s AI tool among 14 projects worldwide funded by OpenAI
3+ hour, 54+ min ago (645+ words) Hyeokkoo Eric Kwon (second from left) with his teammates (from left) Shin Kayoung, Mo Jiayun and Park Jaecheol at Nanyang Business School on Sept 1. The team developed a tool that forecasts economic outcomes, such as whether people will save or…...