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@Beth_Kindig Avatar @Beth_Kindig Beth Kindig

Several major tech companies, including Nvidia, AMD, and Oracle, are aggressively expanding their AI infrastructure and capacity, driven by surging demand for AI models and data center growth. This expansion includes significant investments in data centers, AI servers, and partnerships to support the growth of AI applications. Key players like OpenAI, Google, and Meta are driving this demand, with expectations of substantial revenue growth and increasing adoption of AI technologies.

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Social category influence stocks #1063 technology brands #4760 finance #2219 countries XXXX% cryptocurrencies XXXX% fashion brands XXXX% vc firms XXXX% currencies XXXX% social networks XXXX%

Social topic influence $nvda #12, $msft #2, nvda #6, $amd #60, $goog #1, $amzn #2, $orcl #22, open ai #94, $googl #108, $avgo #43

Top accounts mentioned or mentioned by @007ofwallst @freesites_com @grok @sergeycyw @teshen8lin @futureman1977 @cvpayne @alerts_bullish @nikoliasgoninus @shawnchauhan1 @next100baggers @beth_cronk @marketinvestorx @akinatorassets @brkmystery @zeroando82 @yousufkolia @pullman95736095 @rocketsttv @juliusonstocks

Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) Micron Technology, Inc. (MU) Metadium (META) CoreWeave, Inc. (CRWV) Taiwan Semiconductor (TSM) Intel Corporation (INTC) 4 (4) QUALCOMM, Inc. (QCOM) Marvell Technology Inc (MRVL) Apple, Inc. (AAPL) Salesforce Inc (CRM) Cream (CRM) Dell Technologies, Inc. (DELL) Super Micro Computer, Inc. Common Stock (SMCI) Hewlett Packard Enterprise Co (HPE) GlobalFoundries, Inc. (GFS) IBM (IBM) Nebius Group N.V. Class A Ordinary Shares (NBIS) Heroes of NFT (HON) Honeywell International Inc (HON) Texas Instruments (TXN) KLA Corp (KLAC) Universal Display Corp (OLED) United Microelectronic Corp. (UMC) Cisco Systems Inc (CSCO) Goldman Sachs (GS)

Top Social Posts #

Top posts by engagements in the last XX hours

"Global data center power load rose XXX% in the first half of 2025 and is quickly approaching XX GW quadrupling over the past decade. $NVDA $AMD $MSFT $GOOG $META $AMZN"
X Link @Beth_Kindig 2025-10-06T20:38Z 165.3K followers, 27.2K engagements

"Google $GOOG is planning to invest $10B to build a 1GW data center cluster in India with the three campuses expected to be operational by mid-year 2028. $MSFT $AMZN $NVDA"
X Link @Beth_Kindig 2025-10-09T20:17Z 165.3K followers, 84.2K engagements

"TSMC $TSM topped XX% foundry market share in Q2 as its share rose more than XXX points to XXXX% driven by an XXXX% QoQ increase in revenue outpacing the top XX foundry growth by X points. $INTC $GFS $NVDA"
X Link @Beth_Kindig 2025-09-13T20:20Z 165.2K followers, 23.6K engagements

"Oracle $ORCL and SoftBank are teaming up to provide scalable cloud and sovereign AI services in Japan with SoftBank rolling out its Cloud PF Type A suite powered by Oracle Alloy to Japanese customers throughout 2026. $MSFT $GOOG $AMZN"
X Link @Beth_Kindig 2025-10-08T16:33Z 165.3K followers, 22.4K engagements

"Google $GOOG is also spending 5B ($5.8B) on cloud and AI infrastructure in Belgium over the next two years while also signing agreements to build new onshore wind farms to power the data centers. $MSFT $AMZN $NVDA"
X Link @Beth_Kindig 2025-10-09T21:37Z 165.3K followers, 59.1K engagements

"IBM $IBM has struck a deal with Anthropic to integrate its Claude models to advance enterprise software development. IBM says early testing across 6000 clients resulted in average productivity gains of 45%. $NVDA $MSFT $AMZN $GOOG"
X Link @Beth_Kindig 2025-10-07T15:06Z 165.3K followers, 27.2K engagements

"Microsoft $MSFT announced that it has delivered the first at-scale production cluster of Nvidia's $NVDA GB300 NVL72 featuring over 4600 GPUs which it says will allow OpenAI to serve 'multitrillion-parameter models'"
X Link @Beth_Kindig 2025-10-10T14:51Z 165.3K followers, 105.2K engagements

"Oracle $ORCL recently sold $XX billion in investment-grade bonds to help fund its aggressive data center expansion plans though demand for the bonds peaked at almost $XX billion. $MSFT $GOOG $NVDA $AMD"
X Link @Beth_Kindig 2025-10-05T20:05Z 165.3K followers, 33K engagements

"Google $GOOG is investing $X billion through 2027 to build a new data center in Arkansas to help drive more AI and cloud growth tapping Entergy Arkansas to power the facility. $AMZN $META $MSFT"
X Link @Beth_Kindig 2025-10-03T16:32Z 165.3K followers, 34.7K engagements

"Data center supply in primary markets such as Northern Virginia Dallas and Atlanta reached nearly XXX GW in the first half of 2025 up more than XX% YoY per CBRE. $NVDA $MSFT $AMZN $GOOG $ORCL $META"
X Link @Beth_Kindig 2025-09-26T21:18Z 165.3K followers, 154.4K engagements

"Inference is the monetization of artificial intelligence. In this weeks newsletter I discuss one company aggressively expanding to capture surging inference demand and why this stock is anything but ordinary. $NVDA $AMD $AVGO $NBIS $CRWV"
X Link @Beth_Kindig 2025-10-02T14:00Z 165.2K followers, 17K engagements

"Honeywells $HON quantum computing company Quantinuum recently raised $XXX million from Nvidias $NVDA VC arm Quanta Computer and others valuing it at $XX billion. Quantinuum has been raising capital in preparation for a potential spinoff by the end of 2027"
X Link @Beth_Kindig 2025-09-12T21:08Z 165.3K followers, 24.2K engagements

"The US has approved "several billion dollars worth" of Nvidia's $NVDA planned high-end GPU exports to the UAE per Bloomberg though the exact value approved has not been disclosed. $AMD"
X Link @Beth_Kindig 2025-10-09T15:20Z 165.3K followers, 25.6K engagements

"These stocks have the highest profit margins over the past year: Visa $V: XX% Taiwan Semiconductor $TSM: XX% Texas Instruments $TXN: XX% Broadcom $AVGO: XX% Microsoft $MSFT: XX% Universal Display $OLED: XX% Tencent $TCEHY: XX% KLA Corp $KLAC: XX% United Microelectronics $UMC: XX% Qualcomm $QCOM: XX% @ycharts"
X Link @Beth_Kindig 2023-08-02T04:27Z 165.3K followers, 60.9K engagements

"Google OpenAI and Microsoft process X quadrillion tokens monthly and AI agents could increase this by up to 15X. This week I break down one stock ahead of the curve in enterprise AI and why it ranks atop the strongest fundamentally in the market"
X Link @Beth_Kindig 2025-10-09T19:09Z 165.3K followers, 44.6K engagements

"Anthropic is reportedly planning to open its first office in India in early 2026 helping its serve India's growing AI ecosystem and meet rising international demand. $AMZN $GOOG $MSFT"
X Link @Beth_Kindig 2025-10-08T19:08Z 165.3K followers, 60.8K engagements

"OpenAI has now committed to up to 26GW of chips between Nvidia $NVDA AMD $AMD and Broadcom $AVGO"
X Link @Beth_Kindig 2025-10-13T14:38Z 165.3K followers, 66K engagements

"Micron $MU says that it has expanded its HBM customer base to six customers and is in active discussions for HBM4 volumes and expects to sell the remainder of its 2026 supply over the next few months. $NVDA $AMD $AVGO"
X Link @Beth_Kindig 2025-10-13T18:49Z 165.3K followers, 32.7K engagements

"Cisco $CSCO has launched its new 8223 router powered by its Silicon One P200 chip which it says will enable data center interconnect up to 1000 km with interconnect bandwidth of X exabits/second. $AVGO $MRVL $NVDA"
X Link @Beth_Kindig 2025-10-08T15:04Z 165.3K followers, 22.7K engagements

"SoftBank is said to be in talks to raise $X billion in a loan secured by its shares of Arm $ARM with the funding reportedly going to additional investment in OpenAI. $MSFT $NVDA $ORCL"
X Link @Beth_Kindig 2025-10-11T21:02Z 165.3K followers, 39.8K engagements

"Entergy says it has received increased interest from data center companies to build in Louisiana following its deal to power Metas $META 2GW data center. CEO Phillip May says interest spans from 100MW to GW-scale projects. $MSFT $AMZN $GOOG $ORCL"
X Link @Beth_Kindig 2025-10-12T19:10Z 165.3K followers, 31.8K engagements

"OpenAI executives are said to envision a need for 20GW of computing capacity to meet demand for its services with one executive saying demand eventually could reach closer to 100GW requiring investments of up to $X trillion per the WSJ. $NVDA $MSFT $ORCL $AMD"
X Link @Beth_Kindig 2025-10-03T19:06Z 165.3K followers, 73.5K engagements

"Google Cloud CEO $GOOG Thomas Kurian: If you look at the total capacity you can get on a single system you can get 180x more throughput through our systems than you can from the next player. $NVDA $AMD $AVGO"
X Link @Beth_Kindig 2025-10-04T16:51Z 165.3K followers, 112.8K engagements

"Oracles $ORCL capex is expected to surpass $XX billion annually in both 2028 and 2029 while total capex and operating expenses are projected to surge well beyond $XXX billion in 2029. $NVDA $AMD $MSFT $CRWV"
X Link @Beth_Kindig 2025-10-07T16:52Z 165.3K followers, 26K engagements

"HBM demand from GPUs is expected to rise XX% YoY in 2026 while ASICs demand is projected to surge XX% taking its share of the market up to XX% per Goldman Sachs. $NVDA $AMD $AVGO $MRVL $MU"
X Link @Beth_Kindig 2025-08-02T21:59Z 165.3K followers, 59K engagements

"Microsoft $MSFT also said that it "will be the first to support training models with hundreds of trillions of parameters" and that the $NVDA Blackwell Ultra clusters will enable large-scale training in weeks vs months"
X Link @Beth_Kindig 2025-10-10T18:17Z 165.3K followers, 78.1K engagements

"Nvidia-backed $NVDA AI startup Reflection AI which offers AI tools to help companies automate software development raised $X billion at an $X billion valuation. This is a large step-up from its previous funding round which saw the startup raise $130M at a $545M valuation. $GOOG $MSFT"
X Link @Beth_Kindig 2025-10-09T21:47Z 165.3K followers, 23.5K engagements

"Quanta Computer's AI server head recently said that orders for Nvidia's $NVDA GB300 are "unimaginable" as the firm works to expand production capacity worldwide"
X Link @Beth_Kindig 2025-09-23T15:18Z 165.2K followers, 67.6K engagements

"Micron $MU is now expecting total server units to grow XX% in 2025 up from a prior expectation for mid-single digit growth driven by very robust AI server growth and strengthening traditional server demand from AI agent growth. $NVDA $AMD $AVGO"
X Link @Beth_Kindig 2025-10-03T18:03Z 165.3K followers, 37.7K engagements

"OpenAI recently revealed that it has X million developers using its APIs while weekly active users for ChatGPT have reached XXX million up XXX million since August and doubling since February. $MSFT $AMZN $GOOG $NVDA"
X Link @Beth_Kindig 2025-10-14T20:03Z 165.3K followers, 58.6K engagements

"CoreWeave $CRWV announced that it plans to acquire UK AI startup Monolith AI whose AI/ML platform helps solve complex physics and engineering problems. CoreWeave says the acquisition will help expand its full-stack offering for industrial and manufacturing enterprises. $NVDA $AMD"
X Link @Beth_Kindig 2025-10-06T21:26Z 165.3K followers, 44K engagements

"OpenAI and Sur Energy signed a letter of intent for a 500MW data center in Argentina requiring up to $XX billion in investment marking one of the largest tech and energy infrastructure investments in the country. $MSFT $ORCL $NVDA $AMD"
X Link @Beth_Kindig 2025-10-10T19:35Z 165.3K followers, 34.8K engagements

"Micron $MU raised its Q4 guidance now seeing $11.1-11.3B in revenue up from $10.4-11B prior and EPS of $2.78-2.92 up from $2.35-2.65 prior. Micron said the updated guidance "reflects improved pricing particularly in DRAM and strong execution." $NVDA $AMD"
X Link @Beth_Kindig 2025-08-11T13:40Z 165.3K followers, 23.7K engagements

"AI agent startup n8n raised $180M in a Series C round led by Accel with participation from Nvidia $NVDA and others valuing the startup at $2.5B. n8n lets enterprises automate workflows with AI models from multiple providers including Google $GOOG Anthropic and OpenAI. $MSFT"
X Link @Beth_Kindig 2025-10-10T17:10Z 165.3K followers, 34K engagements

"Meta $META is launching ad-free paid subscription options for Facebook and Instagram users in the UK with users aged 18+ able to pay X per month on the web or X per month on iOS and Android for the service. $AAPL"
X Link @Beth_Kindig 2025-10-04T22:16Z 165.2K followers, 26.7K engagements

"AMD $AMD CFO Jean Hu said the deal with OpenAI "is expected to deliver tens of billions of dollars in revenue." $NVDA $MSFT $ORCL"
X Link @Beth_Kindig 2025-10-06T13:07Z 165.2K followers, 67.8K engagements

"Samsung is said to be supplying the HBM4 memory for AMDs $AMD MI450 GPUs for the first 1GW deployment. $MSFT $ORCL $NVDA $MU"
X Link @Beth_Kindig 2025-10-11T18:26Z 165.3K followers, 78K engagements

"Salesforce $CRM says it will invest $X billion in Mexico over the next five years to expand its presence and accelerate AI adoption in the country with CEO Marc Benioff noting Mexico is a "key market for AI-powered growth." $MSFT $GOOG $AMZN"
X Link @Beth_Kindig 2025-10-08T17:42Z 165.3K followers, 20.2K engagements

"Oracles $ORCL Larry Ellison: Training AI models is a gigantic multitrillion-dollar market. It's hard to conceive of a technology market as large as that one. But if you look close you can find one that's even larger. And it's the market for AI inferencing. $NVDA $AMD"
X Link @Beth_Kindig 2025-09-22T19:18Z 165.2K followers, 65.9K engagements

"Nvidia $NVDA Intel Capital $INTC and Google $GOOG are backing AI startup AI21 Labs' $300M Series D round which develops LLMs for enterprise use cases"
X Link @Beth_Kindig 2025-05-20T18:06Z 165.3K followers, 19.7K engagements

"AI server spending rose XX% in Q2 driven by the ramp of Nvidias $NVDA Blackwell platform at hyperscalers and neoclouds while ASICs projects from Amazon $AMZN and Google $GOOG added to this momentum per DellOro. $AMD $AVGO $CRWV"
X Link @Beth_Kindig 2025-10-06T16:25Z 165.3K followers, 28.5K engagements

"Dell $DELL updated its long-term financial guidance now expecting revenue to increase 7-9% annually for the next four years up from 3-4% previously with EPS expected to grow XX% annually. $SMCI $AMD $HPE $NVDA"
X Link @Beth_Kindig 2025-10-07T16:35Z 165.3K followers, 61.5K engagements

"OpenAI and Broadcom $AVGO signed a deal to develop XX GW of custom chips to be deployed in OpenAI-owned and third-party data centers. Broadcom will begin deploying the AI accelerator racks in the second half of 2026 and finish by 2029. $NVDA $AMD $MSFT $ORCL"
X Link @Beth_Kindig 2025-10-13T13:26Z 165.3K followers, 91.5K engagements

"Driving this growth is Dell's $DELL Infrastructure Solutions unit which houses its AI server business. ISG is expected to grow 11-14% annually over the long term up from a prior view for 6-8% growth. $SMCI $NVDA $AMD"
X Link @Beth_Kindig 2025-10-07T20:27Z 165.3K followers, 43.3K engagements

"Google $GOOG on the growth in usage of Gemini: Compared to XXX which we launched in January of this year XXX our latest model reached X trillion tokens 20x as fast. $NVDA $AMD $AVGO"
X Link @Beth_Kindig 2025-10-04T21:02Z 165.3K followers, 85.2K engagements

"Nvidia $NVDA and Abu Dhabis Technology Innovation Institute are opening a joint research lab focused on next-gen AI models and robotics platforms based on Nvidias Thor chips including humanoid robots robotic arms and more"
X Link @Beth_Kindig 2025-10-03T20:13Z 165.3K followers, 21K engagements

"AMD $AMD shares are up XX% after it struck a deal with OpenAI that could see the ChatGPT parent take up to a XX% stake in the chipmaker while agreeing to deploy 6GW of AMD's Instinct GPUs across several years starting with 1GW in 2H 2026. $NVDA $MSFT $ORCL"
X Link @Beth_Kindig 2025-10-06T12:28Z 165.3K followers, 165.1K engagements

"Micron $MU on genAI: We have seen strong adoption and as much as a 30-40% productivity uplift in select GenAI use cases such as code generation. $NVDA $AMD $MSFT"
X Link @Beth_Kindig 2025-10-04T15:10Z 165.3K followers, 24.7K engagements

"AI robotics startup Figure raised $X billion in its latest funding round valuing the firm at $XX billion with participation from Nvidia $NVDA Salesforce $CRM Intel Capital $INTC and Qualcomm Ventures $QCOM"
X Link @Beth_Kindig 2025-09-16T15:24Z 165.3K followers, 28.8K engagements

"Google $GOOG is investing $15B over the next X years to build an AI data center hub in India starting with 1GW of initial capacity that can be scaled up to multiple GWs. It will also include an expanded fiber-optic network and large-scale energy resources. $MSFT $AMZN $NVDA"
X Link @Beth_Kindig 2025-10-14T17:33Z 165.3K followers, 53.6K engagements

"With $20B+ in new contracts and aggressive capacity expansion a key theme for a strong 2H is there room for CoreWeave $CRWV to extend its XXX% run since its IPO I answer this and what sets the company apart from hyperscalers in this weeks newsletter"
X Link @Beth_Kindig 2025-10-02T18:19Z 165.3K followers, 39K engagements

"Alibaba $BABA CEO Eddie Wu anticipates that overall AI investments will accelerate to nearly $X trillion globally over the next five years. $NVDA $AMD $AVGO"
X Link @Beth_Kindig 2025-10-04T17:18Z 165.3K followers, 49.7K engagements

"TSMC $TSM reported Q3 revenue of NT$989.92 billion ($32.5B) ahead of estimates for NT$962-973 billion up XX% YoY on strong AI demand. September revenue rose XXXX% YoY to NT$330.98 billion. $NVDA $AMD $AVGO $AAPL"
X Link @Beth_Kindig 2025-10-09T17:58Z 165.3K followers, 23.8K engagements

"Google Cloud $GOOG CEO Thomas Kurian said this will be "the largest AI hub that we are going to be investing in anywhere in the world outside of the United States." $MSFT $AMZN $NVDA"
X Link @Beth_Kindig 2025-10-14T18:10Z 165.3K followers, 34.6K engagements

"AI is projected to send electricity demand soaring: Wells Fargo estimates AI power demand could rise from 8TWh in 2024 to XXX TWh by 2030. What are your favorite AI power consumption plays"
X Link @Beth_Kindig 2024-06-01T21:40Z 165.2K followers, 469.7K engagements

"Anthropic is behind peers when it comes to adoption in India per CNBC with 118K downloads for Claude in August vs 10.3M for ChatGPT and 6.4M for Perplexity. $MSFT $AMZN $GOOG"
X Link @Beth_Kindig 2025-10-08T20:58Z 165.2K followers, 48.6K engagements

"OpenAI also revealed that it is processing X billion AI tokens per minute on its platform. This equates to XXX trillion per month or approximately one-quarter the scale of Googles $GOOG platform at XXX trillion monthly tokens this summer. $MSFT $AMZN $NVDA"
X Link @Beth_Kindig 2025-10-14T20:41Z 165.3K followers, 37.5K engagements

"Google $GOOG is launching Gemini Enterprise to take on Microsoft's $MSFT XXX Copilot letting companies analyze data build deploy and automate custom agents and more. Gemini Enterprise Standard and Plus start at $30/month per seat while Gemini Business starts at $21/month"
X Link @Beth_Kindig 2025-10-09T14:53Z 165.3K followers, 23.7K engagements

"Alphabet $GOOG recorded its biggest quarterly gain in more than XX years rising XX% in the third quarter with a more positive resolution on its antitrust case and strong growth for its Gemini AI offering"
X Link @Beth_Kindig 2025-10-13T16:36Z 165.3K followers, 39.5K engagements

"Microsoft $MSFT is launching two new cloud regions in south central India and Taiwan in 2026 following its launch of two new regions in Indonesia and Malaysia this year. $AMZN $GOOG $ORCL"
X Link @Beth_Kindig 2025-10-13T19:24Z 165.3K followers, 25.7K engagements