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@F28X5 "Project Horizon/poolsideAI/Coreweave in West Texas 2GW larger than OpenAI Stargate/Crusoe- Abilene TX (Lancium Clean Campus) 1.2GW"
X Link @F28X5 2025-10-16T01:03Z 1142 followers, XXX engagements

"CoreWeave and Core Scientific joining forces marks a transformative leap in AI cloud infrastructure with unmatched scale speed performance reliability and cost efficiency. - Positioning them as the premier challenger to the largest cloud service providers. By vertically integrating Core Scientifics robust 1.3GW national data center footprint and power capacity with CoreWeaves AI-optimized GPU cloud platform the combined entity unlocks operational efficiencies that slash over $XX billion in future lease obligations and drive $XXX million in annual cost savings by 2027. - This strategic"
X Link @F28X5 2025-10-13T18:22Z 1142 followers, XX engagements

"@HyperTechInvest "monkey see monkey do" $AMD major cloud service providers (CSPs) and hyperscalers such as Microsoft Google Amazon and Oracle are now likely to demand equity-linked structures with AMD similar to the OpenAIAMD deal when negotiating large AI compute or chip supply contracts"
X Link @F28X5 2025-10-16T00:02Z 1142 followers, XXX engagements

"Institutional investors have double year over year for Tempus Ai to XX% $TEM Institutional investors prioritize capital preservation risk management and achieving strong sustainable returns over time"
X Link @F28X5 2025-10-13T13:37Z 1142 followers, XXX engagements

"This is what AMD and Broadcom is up against Goodluck. $NVDA $AMD $AVGO"
X Link @F28X5 2025-10-14T22:19Z 1142 followers, XXX engagements

"Elon Musk made this statement during Tesla's AI Day event in Palo Alto California. In a Q&A session he described his role in fostering environments for engineers contrasting "honey trap" companies where talented engineers produce low output due to comfort and minimal demands with Tesla's high-output culture. He said: "Tesla is not a honey trap. We're demanding. You're going to get a lot of shit done. And it's going to be really cool and it's not going to be easy. But if you are a super talented engineer your talents will be used I think to a greater degree than anywhere else." "Non honey trap"
X Link @F28X5 2025-10-12T19:44Z 1142 followers, XX engagements

"@SpaceX lets catch Starship with the chopstick"
X Link @F28X5 2025-10-14T20:07Z 1140 followers, XX engagements

"CoreWeave AI Cloud whitepaper XX pages $CRWV"
X Link @F28X5 2025-10-16T00:17Z 1142 followers, XXX engagements

"Nvidia should recycle gpu $ back into xAI and Tesla Also Nvidia is not AMD. They will not grant equity warrants for chips. Everyone is free to buy Nvidia shares in the open market. Making $$ isn't that difficult. @nvidia @xai @Tesla @elonmusk"
X Link @F28X5 2025-10-13T00:08Z 1142 followers, XXX engagements

"CoreWeave is morphing into a potential trillion dollar company in the next XX years by evolving from a GPU infrastructure provider into a full-stack AI infrastructure platform focused on the AI agent revolution. $CRWV Jeff Bezos Big things start small"
X Link @F28X5 2025-10-15T11:18Z 1141 followers, XXX engagements

"@DeryaTR_ @kimmonismus Tempus AI AstraZeneca and Pathos AI training the largest multimodal foundation model in oncology. Expected to finish training Q3 2026"
X Link @F28X5 2025-10-16T03:28Z 1142 followers, XXX engagements

"strategic messaging underscore its leadership as a next-gen AI cloud specialized platform optimized for speed reliability and cost while legacy CSPs reaffirm their incumbency through broader less specialized service portfolios. $CRWV"
X Link @F28X5 2025-10-12T18:57Z 1138 followers, XXX engagements

"Mark Twain famously said "History doesn't repeat itself but it often rhymes." Apple disrupted Nokia BlackBerry HTC and Motorola by fundamentally changing the mobile phone ecosystem not just with hardware but through software services user experience business model innovation and so forth. The iPhone made smartphones easy to use integrated an app ecosystem (App Store) and focused on customer experience rather than just incremental hardware improvements. Nokia and others focused on technology and features but missed the bigger ecosystem and platform shift. Who will Nvidia disrupt during this AI"
X Link @F28X5 2025-10-16T01:48Z 1142 followers, XX engagements

"CoreWeave's lenders consist of a prominent group of financial institutions and investment funds involved in multiple large debt financing and credit facilities. These are some of the largest most reputable global financial institutions and investment managers with deep expertise in credit private equity and infrastructure investments. Their involvement signals strong market confidence in CoreWeaves growth as a leading AI cloud infrastructure provider. This provides CoreWeave with significant financial flexibility for rapid expansion in the AI hyperscale market highlighted by multiple"
X Link @F28X5 2025-10-04T13:24Z 1140 followers, XXX engagements

"YTD Returns % $Crwv + XXX% $43B $Orcl + XXXX% $487B $Nvda + XXXX% $1.14T $Dell + XXXX% $23.2B $Goog + XXXX% $545B $Msft + XX% $633B $Amzn - XXX% $75B"
X Link @F28X5 2025-10-12T16:41Z 1136 followers, XXX engagements

"Recent research reported by Tempus including a study from New York University (NYU) shows that healthcare-specific foundation models trained exclusively on healthcare data from Tempus outperform general-purpose AI models like ChatGPT on clinical tasks. These models benefit from Tempus proprietary large scale multimodal datasets and real time integration with hospital systems enabling them to provide more accurate and relevant clinical insights than general AI models trained on broad internet data. Tempus subsidiaries like Paige have also demonstrated through open-source models how specialized"
X Link @F28X5 2025-10-13T04:05Z 1142 followers, 1626 engagements

"the article from highlights that Dell's PowerEdge XE9712 liquid-cooled racks equipped with NVIDIA GB200 NVL72 mark a significant milestone for AI development in partnership with CoreWeave. Dell's professional services are also optimizing CoreWeave's data center designs to meet the growing demand for high-performance cloud environments for generative AI. Integration of Technologies CoreWeave integrates its cloud services including its Kubernetes Service and SUNK (Slurm-on-Kubernetes integration) with Dell's AI infrastructure. This is detailed in the article which notes that Dell-based"
X Link @F28X5 2025-10-13T18:48Z 1142 followers, XX engagements

"@bearlyai AMD's dilution is worst AMD-OpenAI equity chips deal is not one off"
X Link @F28X5 2025-10-15T00:02Z 1142 followers, XXX engagements

"Coreweave should realize $10B in revenues should it exercised the 500MW option with this deal. This is 3X Coreweaves trailer revenues for the past XX months approx. $XXXX billion TTM 🤯$CRWV X gigawatt (GW) buildout of Project Horizon with Poolside. Here's a detailed breakdown: Initial Phase Commitment: CoreWeave has secured a 15-year lease as the anchor tenant for the initial phase of Project Horizon which comprises XXX megawatts (MW) of gross power. This phase is set to begin coming online by late 2026 as noted in the Bloomberg article. The related web results from Businesswire and"
X Link @F28X5 2025-10-15T18:57Z 1141 followers, XXX engagements

"Brad Gerstner "This is the bet the farm bet by Lisa Su" Jeff Bezos's thoughts on betting the farm "Whereas companies that are making bets all along even big bets but not bet the company bets prevail. I don't believe in bet the company bets. That's when you're desperate. That's the last thing you can do. What really matters is companies that dont continue to experiment companies that dont embrace failure they eventually get in a desperate position where the only thing they can do is a Hail Mary bet at the very end of their corporate existence." $AMD"
X Link @F28X5 2025-10-13T01:16Z 1141 followers, XXX engagements

"Coreweave's revenue growth is larger than the sum of all the other companies combined. Zoom out. Revenue growth Est. 2026 Coreweave $Crwv $11.5B vs Eos Energy $Eose $2.93B Nebius $Nbis $2.8B Terawulf $Wulf $1.82B Cipher Mining $Cifr $1.18B Applied Digital $Apld $1.0B Iren $Iren $681M Total = $10.4B"
X Link @F28X5 2025-10-14T14:11Z 1142 followers, 1164 engagements

"Brad Gerstner "This is the bet the farm bet by Lisa Su" Watch this video on The AMD and OpenAI deal involving AMD offering OpenAI XX% ownership stake. Also here are Jeff Bezos's thoughts on betting the farm b "Whereas companies that are making bets all along even big bets but not bet the company bets prevail. I don't believe in bet the company bets. That's when you're desperate. That's the last thing you can do. What really matters is companies that dont continue to experiment companies that dont embrace failure they eventually get in a desperate position where the only thing they can do is a"
X Link @F28X5 2025-10-12T23:21Z 1136 followers, XX engagements

"CoreWeave is set to expand its data center capacity and power footprint through the addition of Core Scientific facilities. $Crwv $Corz"
X Link @F28X5 2025-10-14T20:28Z 1142 followers, 1447 engagements

"The trouble is you think you have time Jack Kornfield $CRWV Coreweave- First to deploy Serverless (RL) Platform NVIDIA Spectrum-XGS Ethernet NVIDIA RTX PRO 6000 NVIDIA GB300 NVL72 NVIDIA GB200 NVL72 NVIDIA H200 GPUs"
X Link @F28X5 2025-10-15T02:00Z 1141 followers, XXX engagements

"CSPs and hyperscalers are consuming most of their AI compute capacity for internal workloads and model development. They are Inadvertently driving customers toward CoreWeave and other neocloud providers. Over time this strategy could weaken their market position by ceding enterprise AI demand to more specialized competitors. CoreWeave is rapidly evolving into a full-stack AI cloud platform at unprecedented speed. They are so fast nimble adaptive and technical they may stay on top indefinitely. $CRWV"
X Link @F28X5 2025-10-15T14:52Z 1141 followers, XXX engagements

"The number of people who actually know how to stand up AMD infrastructure versus Nvidia infrastructure is limited relative to the total engineering population due to several factors: X. Nvidias CUDA ecosystem has a significant head start and is widely taught and adopted in universities and industry resulting in a larger base of engineers familiar with Nvidias stack. AMDs ROCm platform while improving has less mindshare and a smaller pool of trained engineers making AMD infrastructure deployment less common and requiring specialized skills. X. Both AMD and Nvidia GPUs have strong hardware for"
X Link @F28X5 2025-10-12T12:42Z 1135 followers, XXX engagements

"CoreWeave Inc. (NASDAQ: $CRWV) announced a partnership with foundation model company Poolside to provide AI cloud services supporting Poolside's artificial general intelligence development and enterprise agent deployment. CoreWeave will supply a cluster of NVIDIA GB300 NVL72 systems containing more than 40000 GPUs according to the press release. CoreWeave also plans to serve as anchor tenant and operational partner for the first phase of Poolside's Project Horizon a 2GW AI campus in West Texas. The initial phase encompasses 250MW of gross power with an option to expand capacity by an"
X Link @F28X5 2025-10-15T13:37Z 1141 followers, XXX engagements

"CSP and hyperscalers should partner with Coreweave to learn how to build AI datacenter the right way. $CRWV apprenticeship is extremely valuable"
X Link @F28X5 2025-10-15T04:10Z 1141 followers, XXX engagements

"The vote on the Core Scientific and CoreWeave deal is scheduled for October XX 2025. I expect Coreweave to annouce atleast X more deal before than. $Orcl $Goog $Msft $Amzn $Crwv $Corz"
X Link @F28X5 2025-10-12T13:51Z 1140 followers, XXX engagements

"This validates why Coreweave is on top $Crwv"
X Link @F28X5 2025-10-15T10:58Z 1141 followers, XXX engagements

"@ehrazahmedd The speed and precision which Coreweave was able to launch this is remarkable"
X Link @F28X5 2025-10-15T11:03Z 1141 followers, XX engagements

"CoreWeave + XXX% YTD $70B valuation OpenAI + XX% YTD $500B valuation You may delay but time will not. Benjamin Franklin $CRWV"
X Link @F28X5 2025-10-13T23:04Z 1142 followers, XXX engagements

"CoreWeave acquisition of Core Scientific is highly strategic for power and gigawatt (GW) capacity in the AI and high-performance computing (HPC) infrastructure market for several reasons: - The merger gives CoreWeave ownership of approximately XXX GW of gross power capacity across Core Scientifics national data center footprint plus an incremental X GW or more of potential power capacity available for expansion. - This nearly doubles CoreWeave's existing power and data center capacity significantly enhancing its scale to meet growing AI workloads. -Power availability is a critical bottleneck"
X Link @F28X5 2025-10-13T15:52Z 1142 followers, XX engagements

"Grok Fast: Determine the Catch-Up PointNow compare the revenues year by year 2025: OpenAI ($13B) vs. xAI ($1B) OpenAI leads by $12B 2026: OpenAI ($29.07B) vs. xAI ($2.993B) OpenAI leads by $26.08B 2027: OpenAI ($65.00B) vs. xAI ($8.956B) OpenAI leads by $56.04B 2028: OpenAI ($145.34B) vs. xAI ($26.80B) OpenAI leads by $118.54B 2029: OpenAI ($324.88B) vs. xAI ($80.21B) OpenAI leads by $244.67B Even by 2029 xAI does not catch up. However lets calculate the exact year by interpolating between 2028 and 2029 where xAIs growth is accelerating faster. We can use the ratio of growth to estimate the"
X Link @F28X5 2025-10-14T03:40Z 1141 followers, XX engagements

"The planned Poolside-CoreWeave Project Horizon data center in West Texas (2 GW) is significantly larger in total capacity than the OpenAI Crusoe data center in Texas (1.2 GW) picture below. Project Horizon is being developed to reach X gigawatts enough to power about XXX million US homes and will be built in eight phases of XXX MW each with CoreWeave as anchor tenant and operations partner for the initial phase. CoreWeave is contracted for the first XXX megawatts (MW) of capacity at the Poolside Project Horizon campus in West Texas and holds an option to acquire an additional 500MW for future"
X Link @F28X5 2025-10-15T20:02Z 1142 followers, XXX engagements

"@dylan522p @rush6641 signaling the stock market rally next week"
X Link @F28X5 2025-10-12T20:11Z 1135 followers, XXX engagements

"Tempus AI Pathos AI and AstraZeneca started training their AI model as part of a multi-year $XXX million collaboration announced in April 2025 and should be completed by June 2026 This partnership aims to build a comprehensive multimodal foundation model in oncology leveraging Tempus' vast de-identified oncology data repository. The AI model developed by Tempus AstraZeneca and Pathos AI is designed to unlock significant value and insights in oncology R&D and patient care. Specifically this multimodal foundation model can: X. Gather comprehensive biological and clinical insights by integrating"
X Link @F28X5 2025-10-16T01:17Z 1142 followers, XXX engagements

"How has Nvidia's investment in CoreWeave evolved over recent quarters Nvidias investment in CoreWeave has evolved significantly over recent quarters with growing strategic and financial ties: Since becoming a CoreWeave shareholder in 2023 Nvidia increased its shares from about XXXX million in Q1 2025 to roughly XX million shares in Q2 2025 raising the value of its CoreWeave stake to over $X billion. This positions CoreWeave as Nvidias largest single stock holding representing over XX% of its public equity portfolio at that time. In September 2025 Nvidia and CoreWeave entered a landmark $6.3"
X Link @F28X5 2025-10-15T11:34Z 1141 followers, XX engagements

"@alc2022 OpenAIs team is frequently seen building on MacBook hardware and rarely on Chromebooks or Windows laptops. This leads me to believe that their primary AI infrastructure will be based predominantly on Nvidia architecture"
X Link @F28X5 2025-10-15T01:00Z 1142 followers, XX engagements

"CoreWeave is architecting a fullstack AI cloud platform with relentless strategic focus and unwavering intensity seamlessly integrating advanced hardware software and orchestration layers to capture enduring share in the accelerating AI infrastructure market. Beyond its custom engineered compute and networking fabric CoreWeaves differentiated software layer drives customer stickiness by simplifying AI workload deployment training and inference at scale. Its turnkey server-less RL cloud solutions dramatically reduce time to production for enterprise and model developers alike offering superior"
X Link @F28X5 2025-10-14T14:33Z 1140 followers, XXX engagements

"Tempus AI $TEM + XXX% Ytd Hims & Hers Health $HIMS + XXX% Ytd Both show strong resilience and have competitive moats but their moats and potential for sustainable outsized stock appreciation differ significantly due to their business models and market positioning. Tempus AI Durability and Moat - Tempus AI operates at the intersection of AI-driven precision medicine and genomics leveraging a large proprietary multimodal dataset advanced AI algorithms and a comprehensive integrated platform spanning diagnostics to clinical application. - This creates a strong data moat network effects and"
X Link @F28X5 2025-10-10T16:25Z 1137 followers, XXX engagements

""Tempus AI has spent years laying the groundwork for its current leadership position by building robust secure data pipelines with over 4500 hospitals across the United States." This covers approx. XX% of all U.S. hospitals (Total 6100) making Tempus a dominant data and AI platform in healthcare. $TEM"
X Link @F28X5 2025-10-11T05:06Z 1142 followers, XXX engagements

"18 days until the merger vote 10/30 CoreWeave will announce more deals and products/services before the vote. After the merger is finalized I expect CRWV to go ballistic heading to $XXX in X to X months. Revenue backlog growing to $100B+ in X to X months. $CRWV + XXX% Ytd $68.9B valuation $CORZ + XXXX% Ytd $5.6B valuation"
X Link @F28X5 2025-10-12T15:01Z 1142 followers, XXX engagements

"@dylan522p @SemiAnalysis_ CoreWeave is rapidly evolving into a full-stack AI cloud platform at unprecedented speed. They are so fast nimble adaptive and technical they may stay on top indefinitely"
X Link @F28X5 2025-10-15T15:00Z 1140 followers, X engagements

"Why doesn't fortune XXX just invest in Nvidia and make that part of their AI strategy i'm serious $Nvda @nvidia"
X Link @F28X5 2025-10-13T23:45Z 1142 followers, XX engagements

"The video titled AI Apocalypse in XX Months featuring Eric Schmidt discusses the rapid advancements and potential risks of artificial intelligence particularly focusing on Artificial General Intelligence (AGI) and superintelligence and offers a prediction that these developments could occur within the next X years. Summary of Key Points: AGI and Superintelligence: Schmidt warns that AGI could emerge very soon leading to superintelligence that surpasses human reasoning. He suggests that most humans might lose their jobs within X to X years due to AI automation and capabilities. Timeline and"
X Link @F28X5 2025-10-15T02:55Z 1141 followers, XX engagements

"Coreweave $CRWV + XXX% YTD $XXX $147B valuation 2026-2027 $XXX $441B valuation 2028-2029 $1500 $732B valuation 2030-2031"
X Link @F28X5 2025-10-14T01:18Z 1141 followers, XXX engagements

"CoreWeave is rapidly evolving into a full-stack AI-native cloud platformfaster than traditional CSPs realizeand is positioned to become their primary competitive threat. Top X AI Cloud Company Rankings according to different AI models/platforms: $MSFT $CRWV $AMZN $GOOG $ORCL"
X Link @F28X5 2025-10-08T17:41Z 1136 followers, 1274 engagements

"Here is a summary of the key highlights from the Tempus blog Advancing the frontier of AI in healthcare - Foundation models in AI are transforming industries but healthcare poses unique challenges with siloed sensitive data and a high need for accuracy. - Tempus has built secure data pipelines with over 4500 U.S. hospitals to ingest structure and harmonize multimodal healthcare data on an unprecedented scale. - Their AI platform integrates molecular data with clinical Electronic Medical Records (EMR) data empowering physicians with contextualized patient test reports across oncology"
X Link @F28X5 2025-10-13T03:59Z 1142 followers, 1057 engagements

"@alc2022 Do you support AMD pursuing equity for compute partnerships with major cloud service providers and hyperscalers similar to OpenAI"
X Link @F28X5 2025-10-16T00:12Z 1141 followers, XX engagements

"Jensen Huang has spoken positively about CoreWeave and also expressed regret for not investing more in CoreWeave. Jensen has more visibility in the AI space than all XXX million of us on X collectively. Both will succeed and i expect Crwv to start outperforming Nbis once Core Scientific merger is finalized in Nov $Nbis $34B vs $Crwv $70B"
X Link @F28X5 2025-10-13T19:02Z 1142 followers, 1564 engagements

"To all hyperscalers and CSPs embarking on the journey of custom silicon chip development - Prepare for a monumental commitment. This is a multi-billion dollar decade plus endeavor that demands unwavering perseverance capital and development. Custom chip design and manufacturing require sustained investmentexpect XX to XX years of relentless effort. Do not quit after a few years half measures wont suffice. - Jensen is right most custom silicon projects are likely to fail just as Teslas Dojo effort has struggled. One notable example is Tesla - Tesla decided to end their custom silicon Dojo"
X Link @F28X5 2025-10-13T19:26Z 1142 followers, XXX engagements

"CoreWeave is accelerating and $XXX is the target within reach. $CRWV + XXX% Ytd"
X Link @F28X5 2025-10-12T03:48Z 1136 followers, XXX engagements

"@RHouseResearch Coreweave AI Cloud is superior"
X Link @F28X5 2025-10-15T17:44Z 1142 followers, XXX engagements

"Speed is the competitive advantage. CoreWeave has that speed and is accelerating. Eric Schmidt former CEO of Google criticized Googles remote work policy saying the company focused too much on work-life balance leaving early and working from home instead of prioritizing winning the AI race. The company Eric Schmidt described doesnt sound like the big winner in this AI race"
X Link @F28X5 2025-10-15T01:36Z 1142 followers, XX engagements

"Coreweave's revenue growth is larger than the sum of all the other companies combined. Revenue growth Est. 2026 Coreweave $Crwv $11.5B vs Eos Energy $Eose $2.93B Nebius $Nbis $2.8B Terawulf $Wulf $1.82B Cipher Mining $Cifr $1.18B Applied Digital $Apld $1.0B Iren $Iren $681M Total = $10.4B"
X Link @F28X5 2025-10-15T21:10Z 1142 followers, 1440 engagements

"$CRWV CoreWeave has established itself as a leader in building highly optimized cooling-efficient AI data centers which significantly extends the lifespan of their GPUs compared to traditional legacy CSPs. Unlike conventional cloud providers that often rely on generic less advanced cooling solutions leading to higher thermal stress and accelerated hardware degradation CoreWeave invests heavily in advanced cooling infrastructure designed specifically for high-performance GPUs. CoreWeave's dedicated focus on AI workloads has driven the development of state-of-the-art cooling technologies"
X Link @F28X5 2025-10-12T05:02Z 1136 followers, XXX engagements

"Coreweave just 3X TTM revenue of $3.5B with this deal with poolside 250MW + 500MW ($10B) The planned Poolside-CoreWeave Project Horizon data center in West Texas (2 GW) is significantly larger in total capacity than the OpenAI Crusoe data center in Texas (1.2 GW) $CRWV"
X Link @F28X5 2025-10-15T21:04Z 1142 followers, XXX engagements

"The ADAPT program backed by a $X billion budget from the U.S. Department of Health and Human Services via ARPA-H aims to revolutionize cancer care with Tempus securing a $XXXX million contract as a key contributor. Leveraging its AI-enabled precision medicine platform and extensive datasets covering over XX million de-identified records Tempus collaborates broadly with U.S. academic medical centers and top pharma oncology companies underscoring strong trust in its capabilities. Targeting metastatic cancers that affect over 600000 Americans annually ADAPT focuses on adaptive personalized"
X Link @F28X5 2025-10-09T15:04Z 1142 followers, XXX engagements

"@DeryaTR_ Its cope what they say "ignorance is bliss" X of the world's richest men - Jeff Bezos Amazon and Sergei Brin Google didn't come back to work to work on something insignificant called AI"
X Link @F28X5 2025-10-13T19:06Z 1142 followers, XX engagements

"Coreweaves 2026 revenue estimate of approx. $XXXX billion is very likely to be revised upward to $XX billion to $XX billion range (21.7% to XXXX% increase) with its recent multi-billion dollar deals with Meta and OpenAI. $Crwv $Meta"
X Link @F28X5 2025-10-14T15:06Z 1142 followers, XXX engagements

"CoreWeave $Crwv steady path to $XXX don't miss it"
X Link @F28X5 2025-10-14T03:48Z 1140 followers, XXX engagements

"CoreWeave Cloud Platform $CRWV User experience is generally better than on legacy general-purpose CSP for AI and machine learning workloads primarily due to CoreWeaves specialized infrastructure and design focus for these types of compute intensive tasks. Key advantages impacting user experience - Much faster performance and inference - Better autoscaling and peak demand handling - Specialized hardware and networking - Lower and more flexible costs - Reduced latency and fewer dropped requests - Better handling of traffic spikes - Smoother user experience and GPU up time CoreWeave delivers a"
X Link @F28X5 2025-10-10T03:45Z 1136 followers, XXX engagements

"Leading Android smartphone manufacturers generally offer hardware with higher specifications compared to the latest iPhones yet Apple maintains a competitive edge through its tightly integrated hardware and software ecosystem. I think the same dynamics would play out in the ai compute space. In this case Nvidia is Apple but with a XX% market share. There is currently no android in the AI compute race. The shutdown of Tesla's Dojo project highlights the immense challenges and risks involved in designing and scaling custom silicon. Jensen is right most of these efforts will fail"
X Link @F28X5 2025-10-14T02:55Z 1141 followers, XX engagements

"NVIDIA Blackwell GPUs are expected to last on avg. about X to X years under typical heavy AI workload conditions. It will last longer on Coreweave AI cloud 6-7 years with Nvidia Spectrum-XGS ethernet orchestrating and optimizing workloads can indirectly help extend the lifespan of GPUs in AI data centers"
X Link @F28X5 2025-10-15T22:29Z 1142 followers, XXX engagements

"Hindsight is always 20/20 CoreWeave makes up XX% of Nvidia's investment portfolio $CRWV $NVDA"
X Link @F28X5 2025-10-15T02:08Z 1142 followers, XXX engagements

"Eric Schmidt "I think that I can tell you as a CEO every mistake I made was fundamentally one of time. When I look back at what we did at Google we obviously did very well. Android has XX% market share but we didn't move fast enough. We didn't take it to its logical extreme. My message to you is if you're going to do what I'm the areas that we're discussing do it now and move very very fast. This market has so many players. There's so there's so much money at stake that you will be bypassed if you spend too much time worrying about anything other than building incredible products." "AI"
X Link @F28X5 2025-10-15T03:47Z 1141 followers, XX engagements

"Forecast Price Target - X to X months CoreWeave $CRWV $XXX $148B valuation Tempus AI $TEM $XXX $69B valuation"
X Link @F28X5 2025-10-12T15:21Z 1142 followers, XXX engagements

"OpenAIs recent strategic collaborations with AMD and Broadcom underscore the tremendous potential and momentum in the AI sector. Given xAI exponential growth with this strong industry validation it is highly advisable for Jensen Huang to consider a transformative $XXX billion investment in xAI and Tesla. This sizable capital commitment coupled with a multi-year multi-dimensional partnership would not only accelerate innovation but also create significant competitive advantages by integrating cutting-edge AI capabilities across Nvidias and Teslas ecosystems. Such a collaboration has the"
X Link @F28X5 2025-10-13T13:16Z 1140 followers, XXX engagements

"Nvidia should consider investing $XXX billion in xAI and Tesla. Both xAI and Tesla pursue cutting edge advancements in robotics autonomous systems and AI infrastructure sectors where Nvidias expertise in AI hardware and software can significantly accelerate innovation. This strategic investment would unite three leaders aiming to transform industries with artificial intelligence and autonomous technologies creating powerful synergies and unlocking exponential growth potential"
X Link @F28X5 2025-10-14T03:12Z 1142 followers, 2951 engagements