Peter Thiel has sold his stake in Nvidia
techinasia.com
techinasia.com
Why would Google sell TPUs if it can rent them?
Who wrote that sentence?
> sold all 537,742 Nvidia shares
Shares are near $190 now, so would be $100m. But would have been less when he sold the shares presumably. That's not all that much - for a billionaire.
He could just as easily signal he is going in on another deal he likes better, than any negativity on Nvidia[s future. Nvidia is large. Many smaller companies hitting their stride will grow faster than nVidia.
Also, his alignment is "smart-chaotic", sometimes border dancing with "smart-crazy". Not worth reading too much into any single move.