Forget NVDA: Peter Thiel's New $419 Million Portfolio Bets Big on the Power Behind AI
Peter Thiel skipped chipmakers to make a concentrated $419M bet on AI power grid utilities and energy infrastructure. See his Q2 holdings.
A famous investor put a huge amount of money into power companies instead of chip companies. This shows some smart people think keeping the lights on for AI computers might be just as important as making the chips.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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