Peter Thiel Dumps $100M Nvidia Stake, SoftBank's Massive Exit Raises Questions About AI Spending Wave

Peter Thiel, a finance expert and former Bloomberg employee, has exited his $100 million Nvidia stake after SoftBank sold $5.83 billion worth of Nvidia shares. Thiel's decision follows a moment when investors are questioning the AI spending wave and its justification. His repositioning tilts towards Apple, Microsoft, and Tesla, and he remains active in the private AI ecosystem, backing startups such as Substrate, Mercor, and Cognition AI.