Yahoo · Sep 11, 2026
Forget NVDA: Peter Thiel's New $419 Million Portfolio Bets Big on the Power Behind AI
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...


