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@BenBajarin "Roughly three weeks with the iPhone Air and I am not sure how I'll go back to a thick phone again. There is just something so functional and usable about this design that makes it a delight to hold and use"
X Link @BenBajarin 2025-10-08T23:05Z 30.3K followers, 7618 engagements

"@gdb @Broadcom @nvidia @AMD Tell us more about your in house silicon design team please :). Those of us deep in the weeds in semis would love to know. Looking forward to details of Titan when its live"
X Link @BenBajarin 2025-10-13T14:17Z 30.3K followers, 4411 engagements

"Dear @netflix you are punishing poor college students. This from my daughter in college"
X Link @BenBajarin 2025-10-05T17:20Z 30.2K followers, 65.8K engagements

"They mystery customer who everyone knew was OpenAI is now officially OpenAI. $AVGO up XX% pre-market"
X Link @BenBajarin 2025-10-13T13:08Z 30.3K followers, 15.3K engagements

"Good insights from the head of HPC and AI infrastcuture compute at Azure on the challenges of building an AI datacenter. Designing a data center is sort of like designing silicon :). Note GPU depreciation point"
X Link @BenBajarin 2025-10-09T22:03Z 30.3K followers, 102.8K engagements

"Id bet Kyber is when we see an Intel host processor in a config. Also XXX GPUs"
X Link @BenBajarin 2025-10-14T14:00Z 30.3K followers, 4803 engagements

"Nice call outs for @Meta Oakley and @qualcomm in this very cool defense tech"
X Link @BenBajarin 2025-10-13T20:16Z 30.3K followers, 8853 engagements

"Via a Dir. at Equinix (data center builder/operator). Power is the scarcity of the mine said picks and axes (compute) are limited by as they mine tokens"
X Link @BenBajarin 2025-10-02T18:12Z 30.3K followers, 2297 engagements

"To the point about @Azure growing their GPU fleet now with Blackwell clusters. It is not by coincidence this chart from MS 3Q25 CIO survey favors $MSFT who has the largest GPU installed base of all the hyperscalers"
X Link @BenBajarin 2025-10-09T17:00Z 30.3K followers, 24.8K engagements

"@alchemysidda @RHouseResearch Agree on a host of names. But the thesis for Coreweave others was they had some secret sauce in differentiation. Really it may just be better optimization vs. true proprietary software differentation"
X Link @BenBajarin 2025-10-14T15:46Z 30.3K followers, XXX engagements

"I have a neighbor in utilities who told me about this last year. Transformer backlog worse than GPU backlog This is a serious issue though the supply chain around these utility equipment tools is not ready to scale"
X Link @BenBajarin 2025-10-09T22:19Z 30.2K followers, 17.8K engagements

"@elenaneira @Broadcom Well its already known they have Bytedance so that is one of the four"
X Link @BenBajarin 2025-10-13T21:48Z 30.2K followers, XX engagements

"Good points in this Morgan Stanley note on the back of meetings with $NVDA (CEO/CFO). 1: As I've been saying power/land/space/water etc. is the biggest constraint. 2: NVIDIA sees itself as an accellerant for this stage of AI. AND (my words) maybe OpenAI is a hyperscaler"
X Link @BenBajarin 2025-10-10T17:43Z 30.3K followers, 130.7K engagements

"@hummingbird228 Amphenol via Marvell. Not much comes up past that. Credo being fully vertical though is a huge plus for them in this"
X Link @BenBajarin 2025-09-22T19:18Z 30.3K followers, XXX engagements

"@Arunabh85992578 @insane_analyst The only thing I can see from the comments is that he may have helped smooth out the concern about lumpiness. That and institutions want to believe. But as I keep saying the concern is Alchip not Broadcom"
X Link @BenBajarin 2025-09-24T20:56Z 30.3K followers, XXX engagements

"The more I dig into the power supply chain the more we find random little (YET CRITICAL) parts of the equipment supply chain are not nearly ready to ramp. Bottlenecks at every part of the stack"
X Link @BenBajarin 2025-10-08T14:40Z 30.3K followers, 101.1K engagements

"Ouch maybe even Coreweave (thus all the neoclouds) are really just infrastructure landlords (a term I borrowed from @RHouseResearch)"
X Link @BenBajarin 2025-10-14T14:40Z 30.3K followers, 33.1K engagements

"Ok so if the mystery 4th Broadcom customer isnt OpenAI then perhaps that $10b customer announce is Apple. Which is would be more a networking IP play for Apple than full blown compute ASIC. $avgo $aapl"
X Link @BenBajarin 2025-10-13T14:26Z 30.3K followers, 10.5K engagements

"Ok when the Apple Watch first came out I was articulating how the wrist was prime real estate for tech. Well Im out of real estate"
X Link @BenBajarin 2025-10-15T18:53Z 30.3K followers, 1014 engagements

"I get the sentiment that folks (developers in particular) were hoping for AVP at a lower price. But there was little expectation of a lower price (yet) and even at $2000 + that is not a mainstream price point. This is also still an enteprise play largely"
X Link @BenBajarin 2025-10-15T13:34Z 30.3K followers, 11.4K engagements

"Another great win for @AMD. Oracle the launch partner for MI455 (Helios) $AMD's rack scale up-scale out solution. Timing 3Q XX and deal probably in the $1.5-2B range of GPU value. Full rack costs higher of course"
X Link @BenBajarin 2025-10-14T12:48Z 30.3K followers, 6617 engagements

"@nutnut_86 Also none of my college age kids or their friends are over X hours phone screen on time usage. So if I had to bet less than X hours is the average"
X Link @BenBajarin 2025-10-09T15:37Z 30.3K followers, XX engagements

"While I am confident iPhone Air will be what I choose as my primary I am giving the Pro Max a fair shake for a week or so. Photo via Meta Ray Ban Displays"
X Link @BenBajarin 2025-10-14T13:45Z 30.3K followers, 3176 engagements

"On $AVGO customer acquisition. OpenAI is greenfield growth and customer #4 remains a mystery. Maybe Apple maybe Anthropic. For those keeping track @Broadcom now engages with X of the X potential XPU customers"
X Link @BenBajarin 2025-10-14T14:10Z 30.3K followers, 2747 engagements

"Ok given a host of supply chain checks Id wager the unit volume for this is roughly 500-700k ASICs"
X Link @BenBajarin 2025-10-13T14:02Z 30.3K followers, 4989 engagements

"More color from JP Morgan on the OpenAI/ $AVGO deal. Could be $90B a year. Remember Hock Tan wants $150B from XPU in 2030. AND INTERESTING if mystery customer #4 is Anthropic could be licensed IP from Google TPUs"
X Link @BenBajarin 2025-10-14T14:16Z 30.3K followers, 2505 engagements

"Fascinating points from a discussion with Google head of cloud engineering strategy. Right to the point of why the bitcoin miners will struggle to pivot and are better off just being infrastructure landlords for Google Amazon and Microsoft and let them handle the complexity"
X Link @BenBajarin 2025-10-14T14:31Z 30.3K followers, 2201 engagements

"Was interesting had conversations with some large enterprises who chose to use Claude for coding vs OpenAI on the basis of trust concerns"
X Link @BenBajarin 2025-10-15T18:30Z 30.3K followers, 4024 engagements

"@MARKETCOMACC Trained on TPUs for nowApple has all the IP they need for a compute ASIC they dont need Broadcom for that. Apple verticalizes in silicon they dont want to use TPUs forever"
X Link @BenBajarin 2025-10-13T14:31Z 30.3K followers, XXX engagements

"On @Intel Clear Water Forest this is Intel's most dissaggregated design yet. I'm a huge fan of chiplet/dissaggregated design and believe all HPC/AI designs will be chiplets in the future. This may also be the most advanced design in the industry for the moment"
X Link @BenBajarin 2025-10-09T16:38Z 30.3K followers, 14.5K engagements

"$200B annually in 2030 from @OpenAI would be decent"
X Link @BenBajarin 2025-10-06T19:48Z 30.3K followers, 2404 engagements

"Yes iPhone Air is thin but its how light it is that drastically improved usability in my opinion. Using the Air as my primary and every other phone feels like a sack of bricks. Google Pixel - XXX grams iPhone XX Pro Max - XXX grams iPhone Air - XXXXX grams"
X Link @BenBajarin 2025-10-05T16:52Z 30.3K followers, 36K engagements

"Made on the most advanced process technology in the United States by @intel. Happy to finally be able to talk about all we learned last week in AZ Fab XX was the most sophisticated automation Ive ever seen in a fab"
X Link @BenBajarin 2025-10-09T14:09Z 30.3K followers, 16.6K engagements

"Alchip coming after Marvell's margins"
X Link @BenBajarin 2025-08-28T21:29Z 30.3K followers, 1834 engagements

"I talk to the all the hyperscalers even just had numerous conversations with Dell execs on what they see on this and its definitely much longer than 1-2 years :). There are even places where 10yr old ones are still in use. Very few people will take capacity offline while they are making money off it. This is why they are looking for new places to park capacity. Hence the BTC miners if they don't screw this up"
X Link @BenBajarin 2025-10-15T14:21Z 30.3K followers, 4341 engagements

"From the head of NVIDIA strategic alliances. NVIDIA is choosing to run their internal workloads (training company AI workloads) on Coreweave and other Neoclouds. So that is the reason they rent back/or guarantee capacity if there is excess"
X Link @BenBajarin 2025-10-09T17:03Z 30.3K followers, 63.1K engagements

"NAND we are cooked. Perhaps a memory super-cycle for the ages. $MU"
X Link @BenBajarin 2025-10-13T15:51Z 30.3K followers, 34.3K engagements

"$MRVL CEO Matt Murphy is trying to help smooth out the concern around their "lumpiness" in ASICS. Again the concern is that their competition is more Alchip than Broadcom"
X Link @BenBajarin 2025-09-24T20:09Z 30.3K followers, 41K engagements

"Follow @RealJimChanos and @RHouseResearch on this topic but my fascination with these bitcoin miners as they pivot is they have the gold mine (power contracts) and the hyperscalers need to use from them for capacity. But they may screw this up as pivoting from BTC is hard"
X Link @BenBajarin 2025-10-15T19:08Z 30.3K followers, 1947 engagements

"This list tells you all you need to know about how early we are in generating inference tokens at scale for third party software"
X Link @BenBajarin 2025-10-10T20:29Z 30.3K followers, 10.9K engagements

"There is just no way any data center can refresh the entirety of their installed base every 1-2 years. No compute vendor could even make enough chips to support that. They will essentially move a fraction of their base each year which by the nature of the dynamic will lead to 4-5 year lifecycles"
X Link @BenBajarin 2025-10-15T17:05Z 30.3K followers, 10.7K engagements

"Poor Marvell. There is goodness there for them. But custom ASICs is a lumpy business"
X Link @BenBajarin 2025-08-28T20:32Z 30.3K followers, 10.7K engagements

"@serenelyjoyful 4-5 yr cycle is totally fine. None of this buildout is dependent on 1-2yr life cycles. The party ends when everyone has an agent and that agent is instantanous in its ability to deliver an outcome :)"
X Link @BenBajarin 2025-10-15T19:13Z 30.3K followers, XX engagements