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.
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Microsoft Breaks Out Azure Sales at $100 Billion Annualized Pace, Reorganizes AI Segments
Microsoft appealed Virginia grid-cost rules for its data centers while revealing Azure generates over $100 billion in annual revenue as AI reshapes its business.
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