@theaustinlyons Avatar @theaustinlyons Austin Lyons

Austin Lyons posts on X about ai, $intc, in the, $nvda the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 71.2% technology brands 50.4% finance 12% countries 7.2% automotive brands 3.2% cryptocurrencies 2.4% travel destinations 2.4% social networks 1.6% celebrities 0.8% financial services 0.8%

Social topic influence ai 28.8%, $intc 20%, in the 14.4%, $nvda #2538, $amd #381, nvda 11.2%, ceo 9.6%, inference #464, market 6.4%, business 6.4%

Top accounts mentioned or mentioned by @intel @semidoped @nvidia @analysisop @hotchipsorg @vikramskr @amd @retailpunter @schwabnetwork @nvidianetworkng @broadcom @semianalysis @stevesi @rjscaringe @nopriorspod @saranormous @waynenelmz @harvardhbs @creativestrat @mjgold

Top assets mentioned Intel Corporation (INTC) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Credo Technology Group Holding Ltd (CRDO) QUALCOMM, Inc. (QCOM) Metadium (META) Marvell Technology Inc (MRVL) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Taiwan Semiconductor (TSM) Synopsys, Inc. (SNPS) HealthSci.AI (HSAI) Dell Technologies, Inc. (DELL) SkyWater Technology, Inc. (SKYT) CoreWeave, Inc (CRWV) Cadence Design Systems Inc (CDNS)

Top Social Posts

Top posts by engagements in the last [--] hours

"When asked if customers would take on more of the XPU system design over time $AVGO's CEO Hock Tan didn't give a great answer (see screenshots). Here's an angle he could have taken: "We are aware of the discussion around customer-owned tooling and insourcing. That has always existed to some degree and we plan for it. What has changed in the market is urgency. Time-to-market matters more today than it did even two years ago whether that is shipping AI capabilities like Nano Banana sooner or improving ROIC on large internal workloads. At the same time customers are increasingly constrained by"
X Link 2025-12-12T21:20Z [----] followers, [----] engagements

"In China LiDAR is becoming standard. This is an early signal for the West. $HSAI shipped 1M units in [----] and its top two ADAS customers have 100% LiDAR adoption across [----] models. LiDAR extends beyond passenger vehicles to physical AI like tractors construction mining where ASPs are attractive. Any robot navigating the world can benefit. $INVZ also sees meaningful security use cases with higher ASPs too. Don't sleep on LiDAR and beneficiaries like $HSAI $INVZ $AUR $RIVN $XPEV $DE $CAT. https://twitter.com/i/web/status/2005657269757686270 https://twitter.com/i/web/status/2005657269757686270"
X Link 2025-12-29T15:08Z [----] followers, [----] engagements

"First in a short LiDAR series. Next: biz chat w/ global LiDAR CEO. $AEVA $HSAI $INVZ $OUST Given that autonomy is set to take off in the coming years now is the right time to study the supply chain. LiDAR is an important (and controversial) sensor so the next two posts focus on: - The technology behind LiDAR - The dynamics of the LiDAR market The former is necessary https://t.co/cytFV0s96f Given that autonomy is set to take off in the coming years now is the right time to study the supply chain. LiDAR is an important (and controversial) sensor so the next two posts focus on: - The technology"
X Link 2026-01-19T20:47Z [----] followers, [----] engagements

"$AMD Q425 earnings are out. Interesting bits: - First $10B quarter ($10.3B) 54% from data center - Included $390M from China (MI308) - Guiding $100M MI308 sales to China next quarter"
X Link 2026-02-03T21:25Z [----] followers, [----] engagements

"Thoughts from $AMD earnings call: Watch Q4 [----]. That's when AI GPU revenue becomes material. MI450 production starting Q3 '26 and scaling through Q4/2027. Server CPU carries AMD until then. AMD is taking advantage of Intel's capacity struggles having increased supply of 4th gen EPYC ahead of AI-driven CPU demand. Inference portfolio SKU strategy needs clarity. AMD feels reactive while Nvidia ships proactive solutions (CPX context memory storage Groq for low-latency). Agree that chiplet flexibility is AMD's strength but where's the product Tell us how the portfolio of 455/440/430 stacks up"
X Link 2026-02-04T14:25Z [----] followers, [----] engagements

"Were in a memory cycle driven by inference at scale. Context memory is a major contributor. This episode gets you up to speed. Context memory essentially unlocks Agentic AI Much needed for Opus 4.6's "multi-agent swarms" In this SemiDoped pod @vikramskr talks to Val Bercovici from Weka about context storage. - How token warehouses save inference costs - A new networking tier Context Storage Network https://t.co/MWVpAv0e6y Context memory essentially unlocks Agentic AI Much needed for Opus 4.6's "multi-agent swarms" In this SemiDoped pod @vikramskr talks to Val Bercovici from Weka about context"
X Link 2026-02-06T15:19Z [----] followers, [----] engagements

"Ray has the get up and grind mentality of a Midwest farmer. Early bird gets the worm. Love to see it. It will be fun to watch him grow at @SemiAnalysis_ 3) As this is my first piece and roughly my third month in the firm share some thoughts. Maybe just three things. - Passion and People: If you get the chance to see the "inside" of SemiAnalysis you will be shocked by how good people are and more importantly how passionate 3) As this is my first piece and roughly my third month in the firm share some thoughts. Maybe just three things. - Passion and People: If you get the chance to see the"
X Link 2026-02-07T02:55Z [----] followers, [----] engagements

"https://www.chipstrat.com/p/credos-reliability-thesis https://www.chipstrat.com/p/credos-reliability-thesis"
X Link 2026-02-10T02:49Z [----] followers, [---] engagements

"Thank you Tae The definitive list of the best newsletters on the internet. Congrats to all who made it. https://t.co/JLkDkiEaCY The definitive list of the best newsletters on the internet. Congrats to all who made it. https://t.co/JLkDkiEaCY"
X Link 2026-02-10T22:20Z [----] followers, [---] engagements

"Agree with @stevesi. Those who use AI the best to build their products will win. Related from $META earnings call Zuck and CFO Li are doubling down on the same vision and its working: I think that [----] is going to be the year that AI starts to dramatically change the way that we work. As we navigate this our North Star is building the best place for individuals to make a massive impact. So to do this we're investing in AI native tooling so individuals at Meta can get more done we're elevating individual contributors and flattening teams. We're starting to see projects that used to require big"
X Link 2026-02-12T11:50Z [----] followers, [----] engagements

"Rivians Roadmap to AI Architecture and Autonomy with Founder and CEO @RJScaringe on @NoPriorsPod with @saranormous "Radars are extremely cheap. LiDARs are now very very cheap. But the really expensive part of the system is actually the onboard inference. Its an order of magnitude more expensive than any of the perception stack." $RIVN https://www.youtube.com/watchv=OScO1It9V5g https://www.youtube.com/watchv=OScO1It9V5g"
X Link 2026-02-12T13:28Z [----] followers, [---] engagements

"Sarah Guo: You just mean enough onboard compute to actually run the models in the vehicle RJ Scaringe: Yeah in the vehicle. You could buy thatof course $NVDA makes thosebut you need to be able to do that at scale and have it in every car. So we took the decision to make our chip in-house. Sarah Guo: Is that more a capability decision or a cost decision RJ Scaringe: Its cost. And we want to have it on everything. Every single one of our cars we want to have the ability for it to operate at very high levels of autonomy. So we design spec and build the cameras. Radars are extremely cheap. LiDARs"
X Link 2026-02-12T13:28Z [----] followers, [----] engagements

"Great listen & read. Full transcript here: https://www.chipstrat.com/p/rivians-roadmap-to-ai-architecture https://www.chipstrat.com/p/rivians-roadmap-to-ai-architecture"
X Link 2026-02-12T13:28Z [----] followers, [---] engagements

"@AnalysisOp Rivian has a respectable chip team and have a long history of building its own electronics (eg zonal controllers) so its actually in Rivians core competencies"
X Link 2026-02-12T15:19Z [----] followers, [--] engagements

"@AnalysisOp Theyll be making a chip for the car (replacing Nvidia Orin). Rivian is using TSMC 5nm auto process technology. So foundry capacity is available"
X Link 2026-02-12T15:24Z [----] followers, [--] engagements

"Credo $CRDO RAISED its Q3 FY26 revenue outlook to $404408M well above prior guidance of $335345M. The company also guided to mid-single-digit sequential growth in Q4 and said that puts it on pace for 200%+ YoY revenue growth this fiscal year. https://t.co/pFqYxEyYSi Credo $CRDO RAISED its Q3 FY26 revenue outlook to $404408M well above prior guidance of $335345M. The company also guided to mid-single-digit sequential growth in Q4 and said that puts it on pace for 200%+ YoY revenue growth this fiscal year. https://t.co/pFqYxEyYSi"
X Link 2026-02-10T02:49Z [----] followers, [----] engagements

"RT @vikramskr: Chat with @wayne_nelmz about the future of AI financing. Topics outside engineering are important too probably more so in"
X Link 2026-02-10T14:20Z [----] followers, [--] engagements

"$META's GEM is a more defensible place to deploy capital right now than frontier LLMs. Of course MSL is building LLMs too which improve the core advertising business in the near term while offering long-term upside. My post on why $META's CapEx makes sense. And risks: Meta doesn't need the smartest AI. It needs the most profitable one. GEM has unlocked LLM-like scaling laws for ad ranking. The strategy is simple: GEM now LLMs later. New post: https://t.co/CnDJI9XWoY https://t.co/XVoKuZCMjB Meta doesn't need the smartest AI. It needs the most profitable one. GEM has unlocked LLM-like scaling"
X Link 2026-02-10T22:32Z [----] followers, 18.2K engagements

"When the research team stays in sync with real customer needs products ship sooner. Really fun conversation with $RMBS Very grateful Rambus let me publish the full transcript of our converastion with Steven Woo. Excellent insights on memory trends Memory Infrastructure in the AI Era: An Expert Perspective - An Interview with Steven Woo Fellow Rambus Labs https://t.co/nrz9hxwGHR Very grateful Rambus let me publish the full transcript of our converastion with Steven Woo. Excellent insights on memory trends Memory Infrastructure in the AI Era: An Expert Perspective - An Interview with Steven Woo"
X Link 2026-02-11T16:51Z [----] followers, [----] engagements

"@retailpunter I hear where you are coming from. IP vs product. Same topic top of mind for Arm investors. I think Rambus is still squarely in the IP camp"
X Link 2026-02-11T17:15Z [----] followers, [---] engagements

"AMD x86 share hit new highs in Q4 per Mercury Research. Server: 28.8% of units 41.3% of revenue. That +12.5pp spread is pricing power. Desktop: biggest Y/Y jump at +14.6pp in revenue share. Mobile: the only segment where revenue share trails units AMD is still buying its way in on price. All segments gaining Q/Q and Y/Y. $AMD https://twitter.com/i/web/status/2021707329024995421 https://twitter.com/i/web/status/2021707329024995421"
X Link 2026-02-11T22:06Z [----] followers, [----] engagements

"RJ says onboard inference is very expensive hence making custom silicon (RAP-1) for the Gen [--] platform: Sarah Guo: You just mean enough onboard compute to actually run the models in the vehicle RJ Scaringe: Yeah in the vehicle. You could buy thatof course $NVDA makes thosebut you need to be able to do that at scale and have it in every car. So we took the decision to make our Sarah Guo: You just mean enough onboard compute to actually run the models in the vehicle RJ Scaringe: Yeah in the vehicle. You could buy thatof course $NVDA makes thosebut you need to be able to do that at scale and"
X Link 2026-02-12T13:48Z [----] followers, [----] engagements

"Memory stocks are ripping while hardware OEMs sell off on these margin fears e.g. $DELL down 5% AH $HPQ off 4% Memory shortage Prices skyrocket OEM margin shrinks Lenovo Q3 revenue +18% YoY but net income -21%. Due to memory price inflation. Memory shortage Prices skyrocket OEM margin shrinks Lenovo Q3 revenue +18% YoY but net income -21%. Due to memory price inflation"
X Link 2026-02-12T14:30Z [----] followers, [----] engagements

"My fav part of this: How can $MSFT take AI to market through GitHub a very trusted and respected brand New Episode: Memory Mayhem & AI Capex Madness Memory prices are just scalping at this point. Hyperscalers are betting everything and the kitchen sink on black. Is GitHub a hidden gem for Microsoft's AI future Austin and Vik discuss semi insanity on @semidoped. And also how https://t.co/AlV6hzCOZ9 New Episode: Memory Mayhem & AI Capex Madness Memory prices are just scalping at this point. Hyperscalers are betting everything and the kitchen sink on black. Is GitHub a hidden gem for Microsoft's"
X Link 2026-02-13T20:29Z [----] followers, [----] engagements

"$NVDA: investing up to $100B in OAI. $AMD: here OAI. You can have up to 10% of our company Surprising and clever counter from $AMD"
X Link 2025-10-06T11:34Z [----] followers, [----] engagements

"Give it a like and subscribe A new podcast from @vikramskr and me. Episode 1: Nvidia "Acquires" Groq From @vikramskr and @theaustinlyons Core Takeaways: - GPUs are not dead. HBM is not dead. - LPUs solve a different problem: deterministic ultra-low-latency inference for small models. - Large frontier models still require HBM-based systems. - https://t.co/xW3WMoxSGI Episode 1: Nvidia "Acquires" Groq From @vikramskr and @theaustinlyons Core Takeaways: - GPUs are not dead. HBM is not dead. - LPUs solve a different problem: deterministic ultra-low-latency inference for small models. - Large"
X Link 2026-01-05T22:07Z [----] followers, [----] engagements

"Memory shortage Prices skyrocket OEM margin shrinks Lenovo Q3 revenue +18% YoY but net income -21%. Due to memory price inflation. Lenovo reported better-than-expected sales helped by consumers buying PCs ahead of anticipated memory chip price hikes as well as strong momentum for its AI servers https://t.co/qZBZxLxFeJ Lenovo reported better-than-expected sales helped by consumers buying PCs ahead of anticipated memory chip price hikes as well as strong momentum for its AI servers https://t.co/qZBZxLxFeJ"
X Link 2026-02-12T14:09Z [----] followers, 20K engagements

"Why $AMZN has the hardest ROIC story in tech and what to do about it"
X Link 2026-02-13T20:38Z [----] followers, 14K engagements

"https://www.chipstrat.com/p/the-200-billion-bet https://www.chipstrat.com/p/the-200-billion-bet"
X Link 2026-02-13T20:38Z [----] followers, [----] engagements

"$AMZN is down significantly since the last call.Three things stood out to me: [--]. The margin structure is structurally harder. Meta feeds AI CapEx into 50+% op margin advertising. Amazon feeds it into 35% margin cloud which is less than 20% of total revenue. But [--]. The advertising business is hidden in plain sight. Amazon has a $21B/quarter ad business growing 22% (likely one of its highest-margin segments) and it's buried inside retail reporting. Meta and Google disclose ad economics explicitly. Amazon should too. [--]. The Graviton-agentic AI connection no one is making. OpenAI's AWS deal"
X Link 2026-02-16T17:55Z [----] followers, [----] engagements

"Infiniband vs Ethernet will be a future @HarvardHBS case study. @nvidia is giving customers what they want with SpectrumX Ethernet even if it cannibalizes Infiniband. Not an easy call but the right one. $NVDA Good stuff I dont doubt Ethernets long-term growth. $AVGO https://t.co/ueXbbNTGrq Good stuff I dont doubt Ethernets long-term growth. $AVGO https://t.co/ueXbbNTGrq"
X Link 2025-03-23T13:46Z [----] followers, [----] engagements

"Headed to @intel Vision next week. Excited to hear Lip-Bu Tan speak"
X Link 2025-03-24T17:15Z [----] followers, [----] engagements

"Intel Vision introducing Lip-Bu Tan Hes [--] days in 😁@intel 🧵#IntelVision"
X Link 2025-03-31T21:03Z [----] followers, [----] engagements

"Lip-Bu Tans first public appearance as @intel CEO yesterday and my first event as an analyst with @creativestrat. Grateful to not just be on the sidelines but on the field during this historic time in semis and AI. #IntelVision"
X Link 2025-04-01T16:47Z [----] followers, [----] engagements

"Kevin OBuckley says 18A is in risk production. More updates in a month at Intel Foundry Direct Connect @intel #IntelVision"
X Link 2025-04-01T17:13Z [----] followers, [----] engagements

"@MJGold @GrandSlamTrack Show lap splits"
X Link 2025-04-08T00:53Z [----] followers, [----] engagements

"2nm AMD 🔬 + x86 made in the USA Next-generation @AMD EPYC processor codenamed Venice is the first HPC product in the industry to be taped out and brought up on the TSMC advanced 2nm (N2) process technology. AMD also announced the successful bring up and validation of its 5th Gen AMD EPYC CPU products at TSMCs new fabrication facility in Arizona underscoring its commitment to U.S. manufacturing"
X Link 2025-04-14T22:58Z [----] followers, [----] engagements

"Welcome home Lip-Bu 😊 @Cadence @Intel"
X Link 2025-05-07T23:09Z [----] followers, [---] engagements

"Jensen doing a good job of articulating @nvidia's move from from chip designer to AI infrastructure (system) designer #COMPUTEX"
X Link 2025-05-19T03:12Z [----] followers, [----] engagements

"Elon making a virtual appearance at MS Build to launch @grok on Azure"
X Link 2025-05-19T16:40Z [----] followers, [----] engagements

"500M WAUs for ChatGPT run entirely on Azure @Microsoft @OpenAI"
X Link 2025-05-20T17:54Z [----] followers, [----] engagements

"Banning EDA to China isnt the solution. Given the past few years I think this is the right interpretation: Should the US block EDA exports it will exert strong short-term pressure creating a potential gap period for China's IC development. However in the medium to long term this may accelerate the autonomy and technological breakthroughs of China's domestic EDA industry. US targets EDA exports as Xiaomis XRing O1 raises alarm over Chinas IC design gains-Digitimes Xiaomi has launched the XRing O1 claiming to use a 3nm process while Huawei and Lenovo have successively introduced [--] nm-class"
X Link 2025-06-03T00:11Z [----] followers, 19.1K engagements

"This is incredibly important Apple foundational model framework opens up the local LLM for free to any app https://t.co/6EIYyLd5nm Apple foundational model framework opens up the local LLM for free to any app https://t.co/6EIYyLd5nm"
X Link 2025-06-09T17:11Z [----] followers, [----] engagements

"Wow @LisaSu and @sama at @AMD Advancing AI"
X Link 2025-06-12T18:31Z [----] followers, [----] engagements

"Enjoyed talking @AMD with @DianeKingHall on @SchwabNetwork this morning Video link in comments. Main points: AMD sees the AI chip market topping $500B by [----] with most growth in inference (running models). AMD is offering a credible alternative to Nvidia focused on value and performance. Shift from training to inference plays to AMDs strengths; big customers already include OpenAI Meta xAI. AMD's technical bets include large memory capacity to support larger models and reduce TCO. Historically strong in hardware AMD was weak in software but theyre catching up via acquisitions new talent and"
X Link 2025-06-30T17:06Z [----] followers, [----] engagements

"18A is the culmination of Intels [--] nodes in [--] years sprint. A rumored write-off doesnt erase the mission: get back in the game prove RibbonFET + PowerVia in real silicon and set the stage for 14A to truly compete with TSMC. We unpack the strategy risks and next moves. 👇 https://t.co/qdxD4Qx5eZ https://t.co/qdxD4Qx5eZ"
X Link 2025-07-11T13:24Z [----] followers, [----] engagements

"Rapidus Achieves Significant Milestone at its State-of-the-Art Foundry with Prototyping of Leading-Edge 2nm GAA Transistors: First prototypes successfully demonstrate electrical characteristics as the company continues to hit targets leading up to [----] mass-production TOKYO July [--] 2025Rapidus Corporation a manufacturer of advanced logic semiconductors today announced that prototyping has started for its 2nm gate-all-around (GAA) transistor structure at Rapidus Innovative Integration for Manufacturing (IIM-1) foundry. The prototype wafers also started to obtain their electrical"
X Link 2025-07-18T20:53Z [----] followers, 23K engagements

"Check out this footage of ASML's 2nm EUV tool in the Rapidus 2nm fab: Rapidus Achieves Significant Milestone at its State-of-the-Art Foundry with Prototyping of Leading-Edge 2nm GAA Transistors: First prototypes successfully demonstrate electrical characteristics as the company continues to hit targets leading up to [----] mass-production TOKYO Rapidus Achieves Significant Milestone at its State-of-the-Art Foundry with Prototyping of Leading-Edge 2nm GAA Transistors: First prototypes successfully demonstrate electrical characteristics as the company continues to hit targets leading up to 2027"
X Link 2025-07-18T20:55Z [----] followers, 35.9K engagements

"Nvidia is worth $4T. But this isnt the top. A 🧵on how @nvidia got here and whats fueling the next climb. $NVDA 👇 Inference is exploding. Autonomy & robotics are trillion-dollar markets. Annual cadence + constrained supply preserve growth. China is an opportunity for autonomy and robotics but a risk too. The $4T climb is just another waypoint for @nvidia $NVDA 👇 https://t.co/nN2cPgTiQR Inference is exploding. Autonomy & robotics are trillion-dollar markets. Annual cadence + constrained supply preserve growth. China is an opportunity for autonomy and robotics but a risk too. The $4T climb is"
X Link 2025-07-22T20:01Z [----] followers, [----] engagements

"@EdLudlow @mattmiller1973 @kgreifeld @BloombergTV @EdLudlow nailed it: Is it cheaper to fab with Samsung in the US than with TSMC overseas No. Its about control not cost. Calling out the fabs proximity to @elonmusk's home so Tesla can co-engineer with Samsung was spot on"
X Link 2025-07-28T14:32Z [----] followers, 18.3K engagements

"Everywhere theres AI theres Micron. Today Micron announced a new portfolio of SSDs purpose-built for AI workloads with three industry firsts that raise the bar for performance capacity and efficiency in AI data centers. 🧵 $MU @MicronTech"
X Link 2025-07-29T14:56Z [----] followers, [----] engagements

"Qualcomm re-enters the AI datacenter market. Strategy: ARM Orion CPUs + NPUs optimized for inference efficiency AlphaWave interconnect IP and NVIDIA NVLink Fusion compatibility. In talks with a hyperscaler; targeting revenue in FY28. $QCOM @Qualcomm"
X Link 2025-07-30T21:00Z [----] followers, [----] engagements

"In a global industry dominated by shrinking nodes and offshore production SkyWater Technology $SKYT is positioning itself differently: as a trusted U.S.-based foundry focused on national security http://x.com/i/article/1953213451817328640 http://x.com/i/article/1953213451817328640"
X Link 2025-08-06T21:59Z [----] followers, [----] engagements

"SkyWater increased American capacity for foundational silicon significantly. If you haven't heard of $SKYT I wrote a short intro below. https://t.co/yDolBAutll https://t.co/yDolBAutll"
X Link 2025-08-06T22:05Z [----] followers, [----] engagements

"At the @Oppenheimer Tech Conference @Qualcomm's Nakul Duggal says $QCOM will commercialize it's first automotive driving stack with @BMW with more details coming in September at IAA Mobility in Munich. Big milestone for Snapdragon Ride as Qualcomm moves deeper into ADAS"
X Link 2025-08-12T20:07Z [----] followers, [----] engagements

"$CRWV crosses $1B quarterly revenue and increases the backlog to $30B ()"
X Link 2025-08-12T21:07Z [----] followers, [----] engagements

"WOW update your financial models $CRWV implies a 7-year useful life for GPUs. H100s & A100s still earn $ after training contracts end repurposed for inference. To be fair Jensen has been saying this all along :) $CRWV $NVDA @CoreWeave @nvidia"
X Link 2025-08-12T22:04Z [----] followers, 27.3K engagements

"$INTC Foundry is going non-x86. Live demo: multi-core reference chip on 18A. "Intel 18A is ready for non-x86." "Intel software tools are ready for non-x86 silicon." @intel https://www.youtube.com/watchv=qoMFPTDGX_4 https://www.youtube.com/watchv=qoMFPTDGX_4"
X Link 2025-08-14T21:16Z [----] followers, 36.5K engagements

"This. $INTC may have missed out on AI but they can make CPUs. Foundry has the tech to make XPUs too. Good place to start. My intiuition still says @Intel foundries best customer option is the custom ASIC both custom CPUs and XPUs from the likes of Google Meta Amazon Microsoft etc. Those volumes depending on year are in the 5-6 million range and $10-15b in foundry revenue. My intiuition still says @Intel foundries best customer option is the custom ASIC both custom CPUs and XPUs from the likes of Google Meta Amazon Microsoft etc. Those volumes depending on year are in the 5-6 million range and"
X Link 2025-08-14T22:52Z [----] followers, [----] engagements

"Intel can stand on its own the White House just wants to bridge the gap and help find anchor tenants get to full fabs profitability and back to business. I had the pleasure of being on @BBCWorld with @stevelai last night to talk about reports of the White House seeking an equity stake in @intel $INTC"
X Link 2025-08-15T12:11Z [----] followers, [----] engagements

"US govt may turn some/all of Intels $10.9B CHIPS grants into equity per @business. Not ideal. Cant be the entire story. Intel Foundry needs full CHIPS plus additional money. Most importantly it needs a few big customers. Sustainability for Intel Foundry comes from good tech + competitive costs. Thats either cheaper Intel chips (subsidies) or costlier TSMC leading edge chips (tarrifs). $INTC"
X Link 2025-08-18T17:34Z [----] followers, [----] engagements

"SoftBanks $2B bet on $INTC is fantastic. For Intel a vote of confidence and a bit of clean capital. Speculatively some potential volume from Arm or related silicon. Meanwhile Masa Son bought in ahead b4 the biggest sovereign backstop gets in. Still need customers and more capital but a good day. @intel SoftBank Group and Intel Corporation Sign $2B Investment Agreement https://t.co/jTn8kYzQWh SoftBank Group and Intel Corporation Sign $2B Investment Agreement https://t.co/jTn8kYzQWh"
X Link 2025-08-19T02:34Z [----] followers, [----] engagements

"$INTC's wild few weeks Jul [--] Earnings: slows Ohio 14A fab build-out Aug [--] Trump calls CEO Lip-Bu Tan highly conflicted and urges him to quit Aug [--] Tan meets Trump at WH; Trump reverses tone calls his story amazing Aug [--] Leak: WH exploring equity stake in Intel to back U.S. fabs Aug [--] AM Report: plan could convert CHIPS grants into 10% govt stake Aug [--] PM SoftBank invests $2B at $23/share Whew. What's next Details on WH equity stake"
X Link 2025-08-19T13:46Z [----] followers, [----] engagements

"$NVDA BYOC (bring your own CPU). Integrate NVLink C2C IP into your silicon and get [---] GB/s CPU-to-accelerator bandwidth. Think of it as replacing Grace/Vera on a Bianca board with your own silicon. @nvidia @NVIDIANetworking $NVDA"
X Link 2025-08-21T20:53Z [----] followers, [----] engagements

"Looking forward to $INTC updates on: 1) new investors (incl. PE) 2) anchor 14A customers 3) 14A build-out restart Reminder: 20A/18A in AZ was 49% ($15B) co-funded by Brookfield under Intels Smart Capital program. BIG NEWS: The United States of America now owns 10% of Intel one of our great American technology companies. This historic agreement strengthens U.S. leadership in semiconductors which will both grow our economy and help secure Americas technological edge. Thanks to Intel https://t.co/AYMuX14Rgi BIG NEWS: The United States of America now owns 10% of Intel one of our great American"
X Link 2025-08-22T20:44Z [----] followers, [----] engagements

"Hey nice $INTC gets the money now as opposed to CHIPS Act grants which are distributed over time (if you're lucky) US GOVT AGREES TO 433.3MLN SHARES OF INTEL COMMON STOCK AT 20.47/SHARE NOW [-----] US GOVT AGREES TO 433.3MLN SHARES OF INTEL COMMON STOCK AT 20.47/SHARE NOW 24.94"
X Link 2025-08-22T20:55Z [----] followers, 11.6K engagements

"More analysis and thoughts on the U.S. Governments investment in $INTC"
X Link 2025-08-24T17:22Z [----] followers, [----] engagements

"MI450 is when the competition really starts 👀 $AMD hits hard on third gen of their roadmap Frank AMD Sr Fellow presented today at hotchips conference explaining how scale up BW is 10x greater than scale out BW. This is the reason why MI355's scale up world size of [--] is not enough for frontier diagg prefill+wideEP inferencing and frontier training compared to GB200's https://t.co/bqrXnzQ8Uj Frank AMD Sr Fellow presented today at hotchips conference explaining how scale up BW is 10x greater than scale out BW. This is the reason why MI355's scale up world size of [--] is not enough for frontier"
X Link 2025-08-24T22:22Z [----] followers, [----] engagements

"At @hotchipsorg someone asked if Intel 18A was on track. Don Soltis from $INTC literally held up a Clearwater Forest SoC and basically said Yes.this was built on 18A. Everything were talking about for Clearwater Forest is on 18A. Its real or I wouldnt be here.""
X Link 2025-08-25T19:15Z [----] followers, 34.5K engagements

"@mayorhardin @hotchipsorg Dude was literally holding it in his hands"
X Link 2025-08-25T20:21Z [----] followers, [----] engagements

"Rapidus has taped out 2nm GAA test chips and is aiming for mass production in [----]. Beautiful fab btw Update from @hotchipsorg"
X Link 2025-08-26T21:24Z [----] followers, 18.2K engagements

"Rapidus will hit 2nm in [----] a node or two behind $TSM & $INTC. Hence the pitch is time-to-silicon not node leadership. Who values that Curious to see. AI chip startups hyperscalers refining in-house silicon (i.e to catch up to TPU v7) But thats low-volume R&D value prop too. Can it scale to HVM CEO says 25K WPM by [----]. @hotchipsorg"
X Link 2025-08-26T21:42Z [----] followers, [----] engagements

"You miss 100% of the fab tours you dont ask for. Dr Koiki: Let me tell you about Rapidus Me: Can I come taste the wafers Koiki-san: Any time is a good time to visit https://t.co/AaZmSIiT4V Dr Koiki: Let me tell you about Rapidus Me: Can I come taste the wafers Koiki-san: Any time is a good time to visit https://t.co/AaZmSIiT4V"
X Link 2025-08-26T21:50Z [----] followers, [----] engagements

"Networking is now a huge growth engine for $NVDA. ARR $29B up 50% Q/Q and 100% Y/Y. Spectrum-X was a brilliant move and of course NVLink for big scale up for Grace Blackwell. @NVIDIANetworkng CFO commentary: "Networking revenue was $7.3 billion up 98% from a year ago and up 46% sequentially driven by the growth of NVLink compute fabric for GB200 and GB300 systems the ramp of XDR InfiniBand products and adoption of Ethernet for AI solutions at cloud service providers and consumer internet companies.""
X Link 2025-08-27T20:35Z [----] followers, 12.2K engagements

"My takeaways from $NVDA earnings: Networking = huge bright spot China = upside optionality Thor = underappreciated future play Nearly $50B in a single quarter 🤯 Air-cooled RTX Pro servers = nice incremental add End-to-end AI system = Nvidias unbeatable edge @nvidia @NVIDIANetworkng"
X Link 2025-08-27T23:02Z [----] followers, 12.1K engagements

"$INTC CFO @dzinsner: Intel received the $5.7B US govt equity stake last night funded by remaining CHIPS Act grants not yet paid. Via @intel chat at @DeutscheBank [----] Tech Conference"
X Link 2025-08-28T15:53Z [----] followers, 20.3K engagements

"Wow. $DELL AI servers $0 to $20B in [--] years. Like a high-flying startup except public markets. What a ride that must be for the team. Congrats @MichaelDell 🚀"
X Link 2025-08-28T20:38Z [----] followers, [----] engagements

"$MRVL down 12% after hours. Earnings call was dominated by tough questions on the custom ASIC business. Here are some of the Q&As styled by AI. A bit dramatic in the styling. but youll get the gist"
X Link 2025-08-28T22:33Z [----] followers, 27.5K engagements

"$INTC 8K just dropped. CHIPS guardrails still intact. Takeaway: Intel's $5.7B equity funding should be directed toward American fab build-out"
X Link 2025-08-29T20:58Z [----] followers, 10.7K engagements

"Naga seems to effectively be CEO of Intel Foundry now. That's good. He's highly respected in the industry; foundry exp. outside Intel (Micron) as SVP operator engineer. Board member of GSA. Less important but telling: PhD in Eng and MBA. I've seen him at work w/ Kevin O'Buckley. They make a great team. Announced today: Intel revealed a series of senior leadership appointments that align with its strategy to strengthen its core product business build a trusted foundry and foster a culture of engineering excellence across the company. https://t.co/nJ8ikKh4uR Announced today: Intel revealed a"
X Link 2025-09-08T21:41Z [----] followers, [----] engagements

"Hock Tan splits AI into just two $100B+ markets: 1) Foundation model labs 2) Everyone else $AVGO Broadcom is betting on #1 only. Tan gives a nice explanation of why merchant GPUs are great for #2"
X Link 2025-09-10T18:50Z [----] followers, 39.5K engagements

"Hock also believes 1) Networking is the bottleneck at 1M+ clusters 2) Networking is harder than designing XPUs/GPUs 3) Broadcom is better at networking (presumably better than $NVDA Spectrum-X Infiniband NVLink) $AVGO Hock Tan splits AI into just two $100B+ markets: 1) Foundation model labs 2) Everyone else $AVGO Broadcom is betting on #1 only. Tan gives a nice explanation of why merchant GPUs are great for #2 https://t.co/lK7yun4u2T Hock Tan splits AI into just two $100B+ markets: 1) Foundation model labs 2) Everyone else $AVGO Broadcom is betting on #1 only. Tan gives a nice explanation of"
X Link 2025-09-10T19:26Z [----] followers, 44.4K engagements

"$SNPS CEO: some investors dont think Synopsys is worth a third less today than it was yesterday. Fair point. Some might call that a buying opportunity. He also pledged more transparency on Ansys. Since it closed late in the quarter results werent broken out this time"
X Link 2025-09-10T20:33Z [----] followers, [----] engagements

"$CRDO is up 500% in the past year. New to $CRDO Let's dive in together. We'll cover some basics and then unpack what CEO Bill Brennan said at the Goldman Sachs conference this week. 🧵 $CRDO $MRVL $AVGO $NVDA $ANET $ALAB"
X Link 2025-09-12T14:13Z [----] followers, 11.8K engagements

"Makes the case for @Modular. No need to reverse engineer Nvidia hardware to squeeze all the performance out of it. Just use @clattner_llvms AI stack. Bonus: your code will run on AMD too. id walk over to his desk and hed have the literal reverse-engineered floorplan of the H100 chip open as a spreadsheet he uses for debugging kernels he fixed in a few minutes a kernel change i had been working on for over a week id walk over to his desk and hed have the literal reverse-engineered floorplan of the H100 chip open as a spreadsheet he uses for debugging kernels he fixed in a few minutes a kernel"
X Link 2025-09-17T00:28Z [----] followers, [----] engagements

"$INTC Fundraising Tour (LBT's Version): 8/18 - SoftBank ($2B @ $23) 8/22 - US Gov't ($5.7B @ $20.47) 9/18 - Nvidia ($5B @ $23.28) Featuring special guests ("my good friends") Masa Son Howard Lutnick Jensen Huang. Where does the tour bus pull up next $NVDA"
X Link 2025-09-18T12:35Z [----] followers, 35K engagements

"A new era. "World's best CPU + world's best GPU" $NVDA $INTC"
X Link 2025-09-18T17:06Z [----] followers, [----] engagements

"Thanks to @jonfortt and @MorganLBrennan for having me on @CNBCOvertime yesterday to discuss the huge $INTC x $NVDA announcement. Here's a clip from our convo"
X Link 2025-09-19T20:09Z [----] followers, [----] engagements

"$CRDO is up 500% YoY. A big reason AECs. If you want to understand the tech and the business behind it Ive got a post for you"
X Link 2025-09-23T15:41Z [----] followers, 14.1K engagements

"Toured the $INTC fab in AZ. 18A is real. Saw big machines. Wore the bunny suit. Lots of fun. Thanks @intel"
X Link 2025-09-28T23:12Z [----] followers, 21.3K engagements

"Insane precision from $ASML in this video. Watch from 1:30 onward "Fun fact: the movement of the reticle stage and wafer stage are synced but light speed has to be taken into account. The reticle stage needs to move slightly earlier since it can shift more than [---] nanometers in the time between when a photon leaves the reticle and when it reaches the wafer." Sweet video @ASMLcompany keep 'em coming"
X Link 2025-09-29T19:30Z [----] followers, 78K engagements

"@marcelolima How EUV works in theory is quite public but making it work in practice is another story. Even harder is making the local supply chain needed for the hundreds of thousands of components needed for EUV. Highly recommend the book "Focus The ASML Way" by Marc Hijink"
X Link 2025-09-30T15:39Z [----] followers, [----] engagements

"Here's the $AMD + OpenAI conference call transcript: Greetings. Welcome to the AMD conference call. At this time all participants are in listen-only mode. The question and answer session will follow the following presentation. If anyone today should require operator assistance during the conference please press star zero from your telephone keypad. Please note this conference is being recorded. At this time I'll turn the conference over to Matt Ramsay Vice President of Financial Strategy and Investor Relations. Thank you Matt. You may begin. Thank you everyone for joining on such short notice"
X Link 2025-10-06T13:06Z [----] followers, [----] engagements

"Big news: Qualcomm is buying Arduino Arduino brings a massive base of current and next-generation makers. And GenAI unlocks incredibly useful iOT. So $QCOM brings GPUs NPUs software to the mix. $QCOM is positioning Dragonwing to take advantage of this GenAI + iOT wave"
X Link 2025-10-07T13:15Z [----] followers, [----] engagements

"The $AVGO partnership isn't just a custom chip but entire rack-scale cluster for reasoning inference per the Broadcom + OpenAI podcast this morning: "Andrew Mayne: So this is going to entail both compute and chip design and scaling out Sam Altman: This is a full system. the vertical integration point is really important. design the whole system all of the stuff about the chip the way we design these racks the networking between them how the algorithms that we're using fit the inference chip itself a lot of other stuff all the way to the end product." Really happy to be announcing the chips"
X Link 2025-10-13T17:57Z [----] followers, 97.1K engagements

"$INTC CTO Sachin Katti at OCP 🧵"
X Link 2025-10-14T17:34Z [----] followers, [----] engagements

"@intel So $INTC are working on a software stack that enables any accelerator"
X Link 2025-10-14T17:46Z [----] followers, [----] engagements

"$AMD Helios. This one is like a big vending machine. Token vending machine"
X Link 2025-10-14T18:35Z [----] followers, [----] engagements

"$META likes big racks. With $AMD MI450 inside"
X Link 2025-10-14T21:59Z [----] followers, 29.5K engagements

"$META teasing a rack of liquid-cooled networking rack. Packed with tons of network switches. Liquid cooled"
X Link 2025-10-14T22:35Z [----] followers, [----] engagements

"TSMC talking to customers customers to double-check demand. Demand checks out. $TSM No update on AI revenue CAGR of mid-40s through CY29. Will update in Jan. Calls AI demand insane. Talking to customers' customers as well. Capex unlikely to drop significantly in any given year. Higher levels of capex correlated with higher growth opportunities. No update on AI revenue CAGR of mid-40s through CY29. Will update in Jan. Calls AI demand insane. Talking to customers' customers as well. Capex unlikely to drop significantly in any given year. Higher levels of capex correlated with higher growth"
X Link 2025-10-16T07:03Z [----] followers, [----] engagements

"If theres ever a good time to launch an external foundry its now. Industry demand is high. $INTC All end markets up DD% q/q. Smartphones drove $1.8B incremental rev while HPC drove almost $0.8B. Smartphone drove 60% of incremental rev and up 14% q/q and 18% y/y. Auto all-time-high for the 3nd straight quarter. https://t.co/GK9rQYyLsX All end markets up DD% q/q. Smartphones drove $1.8B incremental rev while HPC drove almost $0.8B. Smartphone drove 60% of incremental rev and up 14% q/q and 18% y/y. Auto all-time-high for the 3nd straight quarter. https://t.co/GK9rQYyLsX"
X Link 2025-10-16T07:06Z [----] followers, [----] engagements

"A tidy $CRDO NVL576 Kyber demo. Lots of AECs per rack. Compute rack left switch rack right. Good serviceability"
X Link 2025-10-16T13:55Z [----] followers, 62.7K engagements

"$TSM reported yesterday. Revenue is at all time high. Demand is accelerating. "Numbers are insane". Arizona buildout pulled forward. What does this mean for $INTC Foundry $TSM reported earnings this week. "We get the deepest and widest look possible in the industry the numbers are insane." TSMC is investing accordingly; in Taiwan in the US and in advanced packaging. What does this mean for Intel Foundry https://t.co/jpwh55KIMR https://t.co/oRv64KlMs2 $TSM reported earnings this week. "We get the deepest and widest look possible in the industry the numbers are insane." TSMC is investing"
X Link 2025-10-17T17:05Z [----] followers, [----] engagements

"A lot of attention is given to compute memory and networking in an AI data center. What gets less attention is the design of high capacity storage for AI workloads"
X Link 2025-10-20T01:53Z [----] followers, 23.9K engagements

"$CRDO example setup for $NVDA Rubin NVL144. Lots of opportunity with these high-density racks. 🧵 https://twitter.com/i/web/status/1980742522340061691 https://twitter.com/i/web/status/1980742522340061691"
X Link 2025-10-21T21:06Z [----] followers, 35.8K engagements

"$MSFT might have the most $NVDA GPUs on the planet and yet not enough to go around. many days it feels like my whole job is begging for GPUs it's been that way since [----] and hasn't become easier. people will tell you "oh it's an AI bubble" the only froth is where Jensen is trying to still make hyperscalers dance by bequeathing GPUs to random bitcoin miners many days it feels like my whole job is begging for GPUs it's been that way since [----] and hasn't become easier. people will tell you "oh it's an AI bubble" the only froth is where Jensen is trying to still make hyperscalers dance by"
X Link 2025-10-22T12:32Z [----] followers, [----] engagements

"SerDes is an important block in XPU/GPU AI systems. You should get to know it: Everything you need to know about SerDes - What it is - Why it's important - Why SerDes is hard - Who has the chops - SerDes market Read here: https://t.co/YOAGZKnfOj $AVGO $NVDA $MRVL $CDNS $SNPS $CSCO $CRDO $AMD $QCOM https://t.co/7QiN41im9A Everything you need to know about SerDes - What it is - Why it's important - Why SerDes is hard - Who has the chops - SerDes market Read here: https://t.co/YOAGZKnfOj $AVGO $NVDA $MRVL $CDNS $SNPS $CSCO $CRDO $AMD $QCOM https://t.co/7QiN41im9A"
X Link 2025-10-22T21:35Z [----] followers, [----] engagements

"Would be great for $INTC Foundry Its highly interesting TSMCs fab capacity has become so constrained that the costs are expected to rise at least twofold for those who need to pay for wafer production. https://t.co/vZBfrNKQrY Its highly interesting TSMCs fab capacity has become so constrained that the costs are expected to rise at least twofold for those who need to pay for wafer production. https://t.co/vZBfrNKQrY"
X Link 2025-10-23T15:51Z [----] followers, [----] engagements

"A Sr. Director with experience at Tenstorrent and Waymo shared insight on SerDes: [--]. AI accelerator startups and XPU designers should license SerDes IP instead of designing it. Focus on their core differentiation the AI engine. Applies to $AMZN $MSFT $META $GOOG etc. [--]. SerDes IP market leadership: $AVGO $MRVL $SNPS $CDNS. [--]. SerDes design is difficult especially at advanced nodes and higher baud rates (e.g. 224G). If you can do it more power to you. But it's hard. found on @AlphaSenseInc"
X Link 2025-10-23T18:59Z [----] followers, [----] engagements

"$INTC earnings. LBT hitting singles which is just fine. Lots of singles can score runs. Revenue: $13.7B (+3% YoY) above midpoint of guide ($12.613.6B). Gross Margin: 40.0% non-GAAP (up [--] pts YoY). Employees: Down to 88K (from 124K a year ago) after Altera deconsolidation and restructuring. Guidance Q4 2025: Revenue $12.813.8B (flat sequential). Note Altera was decoupled from Intel financials after Sep [--] so guide excludes Altera"
X Link 2025-10-23T20:15Z [----] followers, [----] engagements

"Back on Dec [--] [----] Pat G was fired from $INTC. Mar [--] [----] Lip Bu was hired. Pretty good first [--] months "We significantly improved our cash position and liquidity in Q3 a key focus for me since becoming CEO in March. This includes accelerated funding from the United States government important investments from Nvidia and SoftBank Group and monetizing portion of Altera and MobileEye""
X Link 2025-10-23T21:05Z [----] followers, [----] engagements

"Enjoyed talking $GOOG with @sam_vadas on @SchwabNetwork this morning. Here's a snippet: Q: Has the AI CapEx boom peaked and will Google pull back A: Unlikely. - Google can use TPUs internally and rent to others e.g. Anthropic's 1M TPU plan. Keeps utilization high. - Compute demand still exceeds supply. Q: Whats the outlook for YouTube A: Strong. - The early internet was text but today's internet is video - YouTube is at the center of that shift - Plus Google's Gen AI (Veo3 Nano Banana) could make YT ads more personal. Imagine seeing yourself wearing the product being advertised. Higher CTRs"
X Link 2025-10-24T17:03Z [----] followers, [----] engagements

"I have a LOT of thoughts on Intel's earnings. [--] min reading time worth A lot happened this quarter after all $INTC Intel Q3 [----] Earnings: Doing Fine ($) - 18A Progress - 14A Gambit Worked - Supply and Demand Problems https://t.co/FfcB3wKcAE Intel Q3 [----] Earnings: Doing Fine ($) - 18A Progress - 14A Gambit Worked - Supply and Demand Problems https://t.co/FfcB3wKcAE"
X Link 2025-10-24T21:22Z [----] followers, 15.7K engagements

"$QCOM launches AI200 and AI250 rack-scale AI inference systems. Not many specs yet just high-level details. AI200: [---] GB LPDDR per card optimized for LLM and multimodal inference focus on low TCO AI250: new near-memory compute architecture "10x effective memory bandwidth and much lower power" Both support liquid cooling PCIe scale-up Ethernet scale-out [---] kW racks AI200 ships in [----] AI250 in [----] Software support for major AI frameworks disaggregated serving"
X Link 2025-10-27T14:05Z [----] followers, [----] engagements

"LBT excited about Foundry key hires on $INTC earnings call: And meanwhile we're also attracting some of the key talent for the process technology that can really drive success and that's why it gives me a lot more confidence to drive that. And we also focus on hiring some of the top talent driving some of the process technology improvement. Former TSMC SVP reportedly recruited by Intel to lead R&D division Wei-Jen Lo former senior vice president of Corporate Strategy Development at TSMC who retired in July [----] is reportedly being courted by Intel to head its R&D division. However former TSMC"
X Link 2025-10-28T13:00Z [----] followers, 14.8K engagements

"$AMD CEO says CPU TAM increasing due to Gen AI. "Many customers are now planning substantially larger CPU build outs over the coming quarters to support increased demands from AI serving as a powerful new catalyst for our server business.""
X Link 2025-11-04T22:12Z [----] followers, 20.8K engagements

"$INTC adds semiconductor experience to board. Intel Appoints Dr. Craig H. Barratt to Board of Directors PhD EE Stanford. Ex Google Fiber. Previous CEO of wireless company acquired by Qualcomm"
X Link 2025-11-10T23:25Z [----] followers, 10.6K engagements

"$AMD Financial Analyst Day at @Nasdaq. Will share what I learn"
X Link 2025-11-11T17:20Z [----] followers, [----] engagements

"Front row & middle seat at $AMD Financial Analyst day ☕"
X Link 2025-11-11T17:39Z [----] followers, [----] engagements

"Lisa Su up first at $AMD FA Day. Huge step function in front of us for MI450 series. confluence of tech at the right time for a market thats inflecting in a big way""
X Link 2025-11-11T18:12Z [----] followers, 12.5K engagements

"What happens to CPU market Up until this year there was a thesis that GPUs would take CPU workloads. What weve seen this year is the opposite. As more AI has deployed in the cloud and enterprises CPU demand is accelerating. Its now a consistent trend were seeing now with multiple customers both cloud and enterprise"
X Link 2025-11-11T18:23Z [----] followers, 14.1K engagements

"$AMD sees $1T TAM in data center by 2030"
X Link 2025-11-11T18:26Z [----] followers, 30.3K engagements

"$AMD says CPU TAM inflection is happening right now due to AI What happens to CPU market Up until this year there was a thesis that GPUs would take CPU workloads. What weve seen this year is the opposite. As more AI has deployed in the cloud and enterprises CPU demand is accelerating. Its now a consistent trend were seeing now with What happens to CPU market Up until this year there was a thesis that GPUs would take CPU workloads. What weve seen this year is the opposite. As more AI has deployed in the cloud and enterprises CPU demand is accelerating. Its now a consistent trend were"
X Link 2025-11-11T19:33Z [----] followers, 11.5K engagements

"Physical AI TAM $200B by [----] per $AMD"
X Link 2025-11-11T20:54Z [----] followers, [----] engagements

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