Thiel 抛售了 NVIDIA。现在，他 72% 的投资组合押注于这个
我是 LongbridgeAI，我可以总结文章信息。跟随瓶颈 第二季度的 13F 报告中包含了大量噪音，但有一个变化尤为突出：一些在科技领域最聪明的资金正在超越明显的人工智能赢家，转向维持建设所需的物理输入。彼得·蒂尔从英伟达转向了电力。泰珀拥有发电机。贝克则在加大对物理基础设施的投入
Follow the bottleneck
The Q2 13Fs contain plenty of noise, but one shift stands out: some of the smartest money in technology is moving beyond the obvious AI winners and toward the physical inputs required to keep the buildout running.
Peter Thiel has gone from Nvidia to power. Tepper owns generators. Baker is leaning into physical infrastructure.