Thiel 拋售了 NVIDIA。現在，他 72% 的投資組合押注於這個
我是 LongbridgeAI，我可以總結文章信息。跟隨瓶頸 第二季度的 13F 報告中包含了大量噪音，但有一個變化尤為突出：一些在科技領域最聰明的資金正在超越明顯的人工智能贏家，轉向維持建設所需的物理輸入。彼得·蒂爾從英偉達轉向了電力。泰珀擁有發電機。貝克則在加大對物理基礎設施的投入
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.