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@RihardJarc Avatar @RihardJarc Rihard Jarc

Rihard Jarc's name isn't mentioned in the provided tweets and news posts. The most important current events seem to be related to major tech companies like NVIDIA, Google, Microsoft, and Amazon, focusing on AI, cloud computing, and their investments in infrastructure. The key themes include the growing demand for AI computing power, the bottleneck in energy and data center space, and the competitive landscape among hyperscalers.

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Social Influence

Social category influence stocks #4198 technology brands XXXXX% finance XXXX% fashion brands XXXX% countries XXXX%

Social topic influence $googl #1582, $nvda #418, ai #5929, $amzn #15, $googls #1, $amd #77, nvda #137, $nvdas #3, $meta #76, meta XXXX%

Top accounts mentioned or mentioned by @alphasenseinc @grumpygoose1337 @dmckdani @grok @edantaylor @clearedgetrades @0xjeff @equitytrader88 @zazul_ai @jamesphil76 @shawnchauhan1 @islaladrones @patoramir_938 @hocusbogu @dagoplays @benktaytay @i_drohi @dmfigol @thebutcher9555 @unumverum_

Top assets mentioned Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) Metadium (META) Taiwan Semiconductor (TSM) Broadcom, Inc. (AVGO) Intel Corporation (INTC) Marvell Technology Inc (MRVL)

Top Social Posts

Top posts by engagements in the last XX hours

"Thank you for the great support after the $GOOGL TPU piece The next article will cover $AMZN Trainium and some of the other ASICs stay tuned"
X Link 2025-11-26T15:22Z 68.8K followers, 94.7K engagements

"$GOOGL has a strategic decision to make right now when it comes to TPUs as they offer similar performance and significant better TCO than $NVDA's Blackwell: X. Believe they can continue to dominate and have SOTA Gemini AI models and keep all the TPU capacity mostly to themselves. At the same time undercut the market pricing at the model layer and destroy the competition there. X. Start selling TPUs externally to clients (building up a chip business) to start to get the JAX ecosystem going but with it help their competitors both on the cloud and AI model layer as they are able to negotiate"
X Link 2025-11-29T13:00Z 68.8K followers, 62.6K engagements

"$AMZN rolling out its custom ASIC Trainium X. Trainium X (3nm chip) vs Trainium 2: -4X better energy efficiency 4.4x more performance and 4x more memory. -Scales up to XXX chips delivering XXX FP8 PFLOPs & 4x lower latency. Interesting claim: "Customers reducing training costs by up to XX% compared to alternatives." $AMZN also gave us a hint at Trainium 4: - at least 6x the performance (FP4) 3x performance (FP8) 4x more memory bandwidth than Tr3. It's clear $AMZN will continue to invest heavily in Trainium as it allows $AMZN to maintain the healthy margins on AI workloads that it had in the"
X Link 2025-12-02T20:01Z 68.8K followers, 31.5K engagements

"I have increased my portfolio positions in the semiconductor layer recently with $TSM $NVDA and $AMD buys as I believe we are severely underestimating where we are in this AI cycle. We are still in the era where we are looking at AI from a Search information retrieval lens (hence all the focus around LLMs replacing $GOOGL Search etc) but we will soon enter an era where the AI does things (is a worker assistant etc.). The TAM of information retrieval is well known as you can think of something like a $GOOGL Search but the TAM of doing things is an order of magnitude larger and investors have"
X Link 2025-07-25T11:23Z 68.8K followers, 51.6K engagements

"For those thinking that $GOOGL TPUs are far away from $NVDA Blackwell in terms of performance SemiAnalysis just published this: "We believe that despite lower marketed peak FLOPs TPUs can reach higher realized Model FLOP Utilization (MFU) than Blackwell which translates into higher effective FLOPs for Ironwood. A major reason is that marketed GPU FLOPs from Nvidia and AMD are significantly inflated." If you go to TCO the TPUv7 advantage is even bigger"
X Link 2025-11-28T14:05Z 68.8K followers, 119.9K engagements

"$GOOGL is pushing suppliers to speed up AI server deliveries due to the Gemini X surge in usage. The key thing for $GOOGL in 2026 will be how much they can push and expand (maybe even with $INTC) their TPU supply chain"
X Link 2025-12-03T15:13Z 68.8K followers, 55.9K engagements

"$GOOGL TPUs are facing the $TSM CoWoS bottleneck. Every ASIC will face this problem. That is great for both $NVDA and $AMD and for $GOOGL $AMZN and others forming a better chip supply chain relationship will become priority number X. For now everything stops at $TSM"
X Link 2025-12-05T14:56Z 68.8K followers, 79.6K engagements

"A very informative interview with an $AMD employee on the ASIC vs $NVDA battle and $GOOGL's TPUs: X. In the case of the $GOOGL / $AVGO TPU relationship he thinks that $AVGO doesn't know everything about the chip anymore. In the first two generations they collaborated on the design but at this point his understanding is that $GOOGL now handles XXX% of the design and $AVGO serves as the backend physical design partner. In other words the frontend of the design the actual RTL of the design is designed by $GOOGL. X. $NVDA has the highest margin (in the 70s). When it comes to $AVGO if they are"
X Link 2025-11-14T15:37Z 68.8K followers, 288.6K engagements

"$META potentially cutting the metaverse spend by 30%. A great move by Zuck. Given the size of the AI spend you can't stretch the company on two fronts. AI is here and the ROI is clearer. The only thing worth investing in the "metaverse" at this point are the smart glasses"
X Link 2025-12-04T15:08Z 68.8K followers, 27.6K engagements

"The interest in $GOOGL's GCP is surging. More and more companies are looking for developers familiar with GCP. GCP will be the biggest winner of the AI cloud era. found on Revealera"
X Link 2025-12-05T17:29Z 68.8K followers, 25.2K engagements

"Important context: The report that claimed the 2026 Gemini ad timeline seems to be wrong. My point still stands but the timeline might be different. I still thinks the ad business model will be the ulitimate winner here when it comes to LLM search (different for AI agents tho)"
X Link 2025-12-08T20:54Z 68.8K followers, 10.5K engagements

"One of the most interesting insights that I read recently came from a Former $META employee saying that $META's custom ASIC MTIA version X which according to him is currently being deployed is much more economical for AI ranking and recommendation than what $NVDA can provide"
X Link 2025-12-09T14:58Z 68.8K followers, 31.9K engagements

"Some interesting comments from a Former $GOOGL employee who worked on chips on the TPU/ $NVDA debate: X. According to him $GOOGL's TPUs are from 25-30% to 2x better compared to $NVDA depending on the AI use-case. X. He mentions that TPUs are not just built for inference but for both training and inference. The last generation V6 Ironwood is more specifically built for inference but the prior designs were built for both. X. He mentions that there are currently customers who actively use $GOOGL TPUs for both training and inference. The data that he saw says that TPUs have a 2-4% market share in"
X Link 2025-09-30T14:26Z 68.8K followers, 197.5K engagements

"$MSFT's Satya is saying that compute is not the bottleneck but energy and data center space is. In fact the problem he has is that he has a surplus of GPUs right now sitting which he can't use (glut). He is also saying he doesn't want to over buy one generation of $NVDA GPUs. (as each year a new much more capable GPU is coming out). Hint: usefulness of life of GPUs. I have been saying this for some time now"
X Link 2025-11-01T11:49Z 68.8K followers, 1.5M engagements

"I just published my $GOOGL TPU deep dive. X. Performance numbers TPU vs $NVDA (Former $GOOGL employees customers and competitors weigh in) X. Why the TPU is $GOOGL's most important moat for the next XX years X. Why $GOOGL will save +$40B in CapEx next year because of the TPU X. Gemini X and the changes that are coming to the industry and much more. There aren't many comprehensive articles out there covering this topic so I hope you enjoy reading it as much as I enjoyed researching it"
X Link 2025-11-24T14:00Z 68.8K followers, 632K engagements

"Ilya Sutskever just said that when it comes to AI models we are back at the age of research & ending the age of scaling. What he is telling us is that more compute at this point won't help us get much better models; we need new breakthroughs. Not something that the semi companies like $NVDA $AMD want to hear TBH"
X Link 2025-11-25T18:07Z 68.8K followers, 357.9K engagements

"$AMZN AWS and $GOOGL Cloud just partnered on Cross-Cloud Interconnect. This news is really huge but most will miss it because they don't understand it. As I wrote in my article a few days ago one of the biggest hurdles to $GOOGL TPU adoption is the cost and hassle of moving data between cloud providers"
X Link 2025-12-01T13:55Z 68.8K followers, 122.3K engagements

"$NVDA's Jensen said that in XX years the energy needed for most AI will be minuscule. We will have AI running on all kinds of things. The question then becomes how much do you want to invest in an AI data center CapEx today when in XX years it might not be needed anymore for the most economically valuable things Are we talking about a Mainframe/PC reality in XX years"
X Link 2025-12-05T13:16Z 68.8K followers, 168.7K engagements

"A MUST-READ interview with a Former high-ranking $META employee on $NVDA/ $AMD and the ASIC ( $GOOGL TPU $AMZN Trainium $META MTIA) battle: X. According to him there is a gap between the performance of SerDes that $NVDA uses for NVlink and others. $NVDA uses XXX Gbps unidirectional bandwidth while the best Ethernet can get right now is XXX Gbps. $NVDA's is more power efficient and has less overhead to deal with error rates that emerge on the link. He thinks that the people invested in Ethernet need to improve that SerDes to the level where it is competitive with $NVDA on the beachfront on the"
X Link 2025-12-08T14:51Z 68.8K followers, 48.7K engagements

"As $GOOGL brings ads to Gemini in 2026 many of their competitors will have trouble as this probably means that $GOOGL is going to open more and more of Gemini for free. People say they don't want ads but the vast majority prefer ads to paying $XX that is just the way it is"
X Link 2025-12-08T18:01Z 68.8K followers, 41.8K engagements

"I will be publishing my $AMZN Trainium article this week. The article will include some very interesting data on Trainium performance & insights shared from former $MRVL $AVGO and $AMZN employees as well as the cost comparisons of Trainium $GOOGL TPUs and $NVDA"
X Link 2025-12-09T17:31Z 68.8K followers, 22K engagements

"I think the market is underestimating $AMZN's AWS with the AI laggard narrative. Trainium is much better than people expect and provides AWS with long-term "cloud margin safety" (more in my article this week). If you look at the pace & execution from Trainium X to now X (going to 4) $AMZN has done impressive execution in a very short time. AWS also has significant energy capacity it can deploy in the coming years and it is choosing the safer growth route compared to some others who are gambling their entire companies on DC expansion under questionable margin profiles. The Anthropic"
X Link 2025-12-10T15:37Z 68.8K followers, 22.8K engagements