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@Beth_Kindig Avatar @Beth_Kindig Beth Kindig

No direct information about Beth Kindig is available, however major AI and tech companies are making significant advancements. Nvidia, AMD, and TSMC are driving growth in the AI sector, with Nvidia's CEO Jensen Huang predicting a 10x increase in Europe's AI compute capacity over the next two years. The AI chip market is expected to grow at a XX% CAGR through 2030, reaching nearly half a trillion dollars.

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Social Influence #

Social category influence stocks #1957 technology brands #7203 finance XXXX% celebrities XXXX% cryptocurrencies XXXX% countries XXXX% automotive brands XXXX% exchanges XXXX% vc firms XXXX%

Social topic influence nvda #4, $nvda #22, $amd #4, avgo #4, $avgo #4, $goog #1, msft #3, $msft #3, amzn #70, $amzn #4

Top accounts mentioned or mentioned by @007ofwallst @freesites_com @bean_wealth @next100baggers @f821836 @geoffreykarren @danbuk4 @ycharts @cvpayne @valuesense_io @sergeycyw @germain_franck @dylancoles13 @sarbjeetjohal @grok @scorpconsulting @apyshare @felixonguitar @teshen8lin @hizkyasdufera

Top assets mentioned NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Taiwan Semiconductor (TSM) Metadium (META) Apple, Inc. (AAPL) Oracle Corporation (ORCL) Dell Technologies, Inc. (DELL) Intel Corporation (INTC) Marvell Technology Inc (MRVL) Goldman Sachs (GS) HSBC Holdings PLC (HSBC) Super Micro Computer, Inc. Common Stock (SMCI) CoreWeave, Inc. (CRWV) Micron Technology, Inc. (MU) Hundred Million (100M) iShares BTC Trust (IBIT) Bitcoin (BTC) Uber Technologies, Inc. (UBER) Morgan Stanley (MS) Tesla, Inc. (TSLA) Nebius Group N.V. Class A Ordinary Shares (NBIS) KLA Corp (KLAC) Lam Research Corporation (LRCX) Applied Materials, Inc. (AMAT) Cloudflare, Inc. (NET) Strategy (MSTR) Fidelity BTC Trust (FBTC) Ethereum (ETH) Mario Coin (COIN) Robinhood Markets, Inc. (HOOD) Roblox, Corp. (RBLX) Lucid Group Inc (LCID) Now Coin (NOW) Cream (CRM)

Top Social Posts #

Top posts by engagements in the last XX hours

"AI server shipments are expected to accelerate through 2026 with Goldman Sachs projecting shipments rising XXXX% to XXXX million in 2025 before accelerating to XXXX% YoY to XXXX million in 2026. $NVDA $AMD $AVGO $MU $TSM"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-12 20:06:46 UTC 160.8K followers, 77.2K engagements

"TSMC $TSM reported record profit of NT$398.27 billion in Q2 up nearly XX% YoY or $XXXX per share. Revenue was $30.1B for the quarter up XX% QoQ and well ahead of initial guidance for $28.4-29.2B. $NVDA $AMD $AVGO $AAPL"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-17 13:43:20 UTC 160.9K followers, 45.2K engagements

"Meta $META is also working on a larger cluster Hyperion that is expected to scale up to X GW over several years. $NVDA $AMD $AVGO"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-14 18:12:54 UTC 160.9K followers, 36.8K engagements

"When Nvidia $NVDA was valued at $XXX billion I stated it would become the world's most valuable companies. It's now surpassed $X trillion and counting"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-18 18:53:04 UTC 160.9K followers, 69.3K engagements

"AI data center power demand could rise more than 30x over the next decade from just X GW in 2024 to XXX GW by 2035. $NVDA $MSFT $GOOG $AMZN"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-09 19:12:00 UTC 160.9K followers, 56.8K engagements

"Inference is expected to see its share of cloud workloads rise quickly over the next two years from an estimated XX% in 2025 to XX% by 2027. $NVDA $AMD $NET $MSFT $GOOG $AMZN"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-19 18:22:39 UTC 160.9K followers, 45.3K engagements

"AI search startup Perplexity AI raised $100M at an $18B valuation said to be an extension of its funding round from a few months ago valuing it the Google $GOOG competitor at $14B. $MSFT"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-18 01:07:01 UTC 160.9K followers, 20.8K engagements

"HSBC last week upgraded $AMD to Buy and doubled its price target to $XXX saying that it expects the MI355 GPUs to command a $25K ASP up materially from prior assumptions for $15K potentially driving upside to FY26 AI revenue"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-17 20:51:28 UTC 160.9K followers, 51.1K engagements

"AI chip startup Groq has launched its first European hub in Helsinki Finland in partnership with Equinix expanding internationally as inference demand surges. $NVDA $AMD $AVGO"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-10 19:40:08 UTC 160.9K followers, 15.7K engagements

"GPUs are expected to maintain the majority share of these AI server shipments at nearly XX% in 2025 and XX% in 2026. $NVDA $AMD $AVGO $DELL $SMCI"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-13 15:52:45 UTC 160.8K followers, 50.1K engagements

"AI is projected to send electricity demand soaring: Wells Fargo estimates AI power demand could rise from 8TWh in 2024 to XXX TWh by 2030. What are your favorite AI power consumption plays"
@Beth_Kindig Avatar @Beth_Kindig on X 2024-06-01 21:40:05 UTC 160.9K followers, 469.6K engagements

"70000 customers now use Arm-based $ARM chips in data centers up 14x in just four years per Reuters while its developer base has risen 1.5x to XX million over the same period. $NVDA $AMD $INTC $AVGO"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-17 22:18:00 UTC 160.9K followers, 35.9K engagements

"xAI was recently said to be in discussions to lease data center capacity in Saudi Arabia with HUMAIN potentially offering multiple gigawatts of capacity. $NVDA $AMD"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-18 20:04:12 UTC 160.9K followers, 26.1K engagements

"Meta $META CEO Mark Zuckerberg announced that the company is building multiple GW-scale data centers with the first GW cluster Prometheus expected to come online in 2026. $NVDA $AMD $AVGO"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-14 18:07:14 UTC 160.8K followers, 81.1K engagements

"AI is being used increasingly more in coding at Big Tech firms and helping accelerate launch times for new products with AI said to be assisting in XX% of coding at Google $GOOG and XX% at Microsoft $MSFT"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-20 14:32:35 UTC 160.9K followers, 31K engagements

"OpenAI has launched an AI agent for ChatGPT combining its Operator task-execution capabilities with deep multi-task research. Users can also connect to apps such as Gmail or GitHub to help execute tasks with Pro Plus and Team tier subscribers having access to the new agent. $MSFT $GOOG $AMZN $NVDA"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-18 17:49:12 UTC 160.9K followers, 27.7K engagements

"Broadcoms $AVGO CoWoS allocation is forecast to rise XX% YoY in FY26 to 123K wafers and another XX% YoY to 177K wafers in FY27 per HSBC supporting sustainable growth at a XX% CAGR for AI revenue. $TSM $NVDA $AMD"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-11 21:17:48 UTC 160.8K followers, 28.6K engagements

"Global data center power demand to rise at a XX% CAGR from 2023 to 2028 accelerating from a XX% CAGR. Generative AI is a primary driver with power demand expected to grow at a XX% CAGR per BCG. $NVDA $MSFT $GOOG $AMZN $META"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-15 21:29:42 UTC 160.9K followers, 25.7K engagements

"Global AI server shipments are forecast to rise XXXX% YoY in 2025 per TrendForce on continued demand from hyperscalers and OEMs. $NVDA $AMD $AVGO $DELL $SMCI"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-20 16:07:06 UTC 160.9K followers, 35.4K engagements

"BlackRocks iShares Bitcoin ETF $IBIT amassed $80B AUM in just XXX days nearly 5x faster than the previous record of 1814 days set by Vanguards S&P XXX ETF $VOO"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-17 15:10:37 UTC 160.9K followers, 19.5K engagements

"Zuckerberg also said that Meta $META is "going to invest hundreds of billions of dollars into compute to build superintelligence.""
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-14 18:59:59 UTC 160.6K followers, 36.3K engagements

"TSMC $TSM guided for Q3 revenue of $31.8-$33.0B ahead of consensus at $31.8B and pointing to growth of XXXX% YoY at midpoint. For 2025 TSMC raised its revenue growth guidance from the mid-20% range to "close to 30%" benefitting from robust AI demand. $NVDA $AMD $AVGO $AAPL"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-17 14:31:57 UTC 160.9K followers, 29.3K engagements

"Amazons $AMZN AWS is expected to double shipments of its in-house custom silicon chips this year while deployments of Metas $META MTIA chips are expected to double by 2026 per TrendForce. $GOOG $NVDA $AVGO $MRVL $AMD"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-08 18:45:59 UTC 160.9K followers, 34.8K engagements

"BlackRocks iShares Bitcoin ETF $IBIT now holds more than 700000 $BTC more than Strategys $MSTR 600000 and Fidelitys BTC ETF $FBTC with 203000"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-16 16:44:31 UTC 160.9K followers, 23K engagements

"Amazon is estimated to have around 5000000 servers deployed globally across more than XXX data centers to support cloud computing demand. $AWS"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-04 12:30:00 UTC 160.9K followers, 28.2K engagements

"Google $GOOG said it will spend $25B on AI infrastructure and data centers in the PJM grid region over the next X years and will also spend $3B modernizing two hydropower plants in Pennsylvania to meet growing AI data center power demand. $NVDA $MSFT $META $AMZN"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-15 12:47:53 UTC 160.9K followers, 22.8K engagements

"JP Morgan believes that Broadcom $AVGO could potentially tape out its first next-gen accelerators this year for two prospective clients believing they could be OpenAI and SoftBank/Arm $ARM. JPM also sees incremental inference demand driving Broadcoms 2027 SAM forecast higher"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-16 15:48:52 UTC 160.9K followers, 35K engagements

"Nvidia $NVDA announced that it is filing applications to resell the H20 GPU in China with the US government assuring the company licenses will be granted with deliveries expected to start soon"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-15 01:55:54 UTC 160.8K followers, 65.3K engagements

"If Robinhoods $HOOD crypto trading volumes track the spot market in June trading volumes could fall nearly XX% QoQ which could result in a $100M QoQ decline in crypto transaction revenue in Q2. $COIN $BTC $ETH"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-17 00:36:49 UTC 160.9K followers, 32.9K engagements

"TSMC $TSM is expected to report record profit of NT$377.4 billion ($12.9B) in Q2 up XX% YoY after reporting Q2 revenue up XXXX% YoY to NT$933.8 billion driven by robust AI demand. $NVDA $AMD $AVGO $AAPL"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-16 22:51:39 UTC 160.9K followers, 39.9K engagements

"Oracle $ORCL CEO Safra Catz was the top insider seller in Q2 unloading more than $1.8B in shares outpacing $DELL CEO Michael Dell's $1.22B in sales $AMZN Jeff Bezos' $737M and $RBLX CEO David Baszucki's $631M per Bloomberg"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-14 14:37:33 UTC 160.9K followers, 17.1K engagements

"Uber $UBER Lucid $LCID and Nuro are partnering to launch at least 20000 robotaxis based on Lucid's Gravity SUV platform over the next six years with the first production expected by late 2026. Uber is also investing $300M in Lucid"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-17 16:37:43 UTC 160.9K followers, 12.7K engagements

"Anthropic is estimated to have a X% market share in generative AI services lagging behind OpenAI at 17%. $MSFT $GOOG $AMZN $NVDA"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-18 16:48:20 UTC 160.9K followers, 52.5K engagements

"Some differing viewpoints on agentic AI: Gartner predicts that more than XX% of agentic AI projects will be cancelled by the end of 2027 on unclear ROI and rising costs while BofA estimates agentic AI spending could reach $155B by 2030 3x higher than most industry estimates. $MSFT $CRM $NOW $AMZN"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-02 19:45:00 UTC 160.8K followers, 67.4K engagements

"Uber $UBER and Baidu $BIDU recently partnered to launch robotaxis on Uber's platform with the first vehicles expected to be available in Asia and the Middle East later this year with future rollouts in Europe and Oceania. $TSLA $PONY $WRD $GOOG"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-18 20:08:44 UTC 160.9K followers, 23.1K engagements

"Nvidia $NVDA versus AMD $AMD -- not in terms of market share. Rather which one has the highest returns by 2028 over a 3-year period"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-06-18 15:15:40 UTC 160.9K followers, 100.4K engagements

"The I/O Fund has announced cumulative returns of XXX% since inception or an annualized return of 27.6%. If the I/O Fund were a hedge fund wed rank #2 ahead of Wall Streets best firms like Pershing Square Tiger Global Management and Citadel"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-04-16 17:02:47 UTC 160.9K followers, 44.8K engagements

"Google $GOOG will pay $2.4B to license tech from AI coding startup Windsurf and hire its CEO and top researchers as it works to build out agentic coding abilities within DeepMind. This comes after OpenAIs $3B acquisition of Windsurf broke down. $MSFT $AMZN $GTLB"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-16 16:12:00 UTC 160.9K followers, 15.5K engagements

"Marvell $MRVL is expected to report nearly XX% growth to $XXXX billion in revenue in Q1 with EPS rising XXX% to $XXXX. This comes after the chipmaker narrowed its revenue forecast from $1.875B +/- X% to +/-2% earlier this month. $AVGO $NVDA $AMD"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-05-29 18:27:34 UTC 160.8K followers, 20.1K engagements

"Global data created is forecast to nearly double from XXX zettabytes in 2024 to XXX zettabytes by 2027 driven by increased AI consumption. This is nearly 9x growth in less than a decade from XX ZB in 2018. $MSFT $GOOG $AMZN $SNOW $NVDA"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-21 17:57:08 UTC 160.9K followers, 20.2K engagements

"CoreWeave $CRWV is planning to invest up to $6B for an AI data center in Pennsylvania with an initial capacity of 100MW with potential to expand up to 300MW. $NVDA $NBIS $GOOG"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-15 21:12:20 UTC 160.9K followers, 26.5K engagements

"Only ten tech stocks with gross profit margins XX% and double-digit profit margins are forecast to see double-digit revenue growth this year: $CDNS: XXXX% gross; XXXX% net; +14.4% growth $ANSS: XXXX% gross; XXXX% net; +10.7% growth $PRGS: XXXX% gross; XXXX% net; +14.7% growth $GEN: XXXX% gross; XXXX% net; +15.7% growth $QLYS: XXXX% gross; XXXX% net; +13.1% growth $SNPS: XXXX% gross; XXXX% net; +14.4% growth $INTU: XXXX% gross; XXXX% net; +12.4% growth $DSGX: XXXX% gross; XXXX% net; +15.5% growth $FTNT: XXXX% gross; XXXX% net; +23.8% growth $RMBS: XXXX% gross; XXXX% net; +30.5% growth"
@Beth_Kindig Avatar @Beth_Kindig on X 2023-08-06 13:34:02 UTC 160.7K followers, 96.9K engagements

"Once left behind in the cloud era Oracle $ORCL is finding its way into the AI spotlight forecasting XX% IaaS growth next year. But can this long-forgotten giant really compete with the Big X in the AI race to become a $X trillion company"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-18 17:09:22 UTC 160.9K followers, 26.6K engagements

"Super Micro $SMCI CEO Charles Liang said that European AI demand was growing very fast and that the server maker is planning on ramping up its investments in the continent. $NVDA $AMD $DELL"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-15 17:11:27 UTC 160.8K followers, 22.1K engagements

"Cisco $CSCO disclosed a 1.06M share stake in CoreWeave $CRWV worth $140M at current prices"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-11 13:59:46 UTC 160.9K followers, 32.6K engagements

"Nvidia Microsoft and Apple are worth a combined $XXXXX trillion up more than 3x from $XXXX trillion just five years ago. $NVDA $MSFT $AAPL"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-09 21:35:33 UTC 160.7K followers, 34.8K engagements

"Meta $META is deepening its recent AI push now acquiring AI voice cloning startup PlayAI with its work expected to advance development of Meta AI AI Characters and wearables. $GOOG $MSFT $AMZN"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-16 20:51:19 UTC 160.9K followers, 21.1K engagements

"Citi recently raised its 2028 AI compute TAM by nearly XX% to $XXX billion seeing stronger sovereign AI demand especially for Nvidia $NVDA. Citi noted that participants at Nvidias recent Generative AI conference laid out possible benchmarks of 10000 GPUs per 100000 employees for large companies or governments. $AMD $AVGO $MRVL"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-20 20:35:50 UTC 160.9K followers, 75.8K engagements

"Nvidias $NVDA CoWoS allocation in 2026 is estimated to be between 450K to 640K wafers depending on TSMCs $TSM capacity up from 375K in 2025. $AVGO $AMD"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-19 21:31:49 UTC 160.9K followers, 44.5K engagements

"Nvidia $NVDA and Schneider Electric have unveiled an AI data center infrastructure and cooling design capable of supporting high-density GPU clusters up to XXX kW per rack. The customizable designs will be used for GB200 NVL72 servers"
@Beth_Kindig Avatar @Beth_Kindig on X 2024-12-04 18:21:38 UTC 160.9K followers, 48.5K engagements

"In this week's newsletter I break down Oracles $ORCL AI cloud acceleration Stargate economics and if Oracle has what it takes to become the next $X trillion AI stock. Hitting inboxes tomorrow morning -- link in bio"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-18 01:05:28 UTC 160.9K followers, 19.1K engagements

"Intel $INTC is spinning out its AI robotics and biometrics venture RealSense announcing a $50M Series A funding round for the firm. $TSLA $AMZN $NVDA"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-11 13:23:05 UTC 160.9K followers, 18.3K engagements

"Microsoft $MSFT and Accenture $ACN are partnering to develop advanced cybersecurity tools powered by genAI focusing on security operation centers identity and access management and automating AI and data security"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-15 21:51:00 UTC 160.9K followers, 13.6K engagements

"ASML $ASML reported Q2 revenue of 7.7B ahead of estimates for 7.54B while bookings of 5.44B also beat estimates of 4.8B per Bloomberg. However for Q3 ASML guided for 7.4-7.9B in revenue below consensus of 8.2B. $INTC $TSM $KLAC $LRCX $AMAT"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-16 12:33:09 UTC 160.9K followers, 25.5K engagements

"For 2026 ASML $ASML CEO Christophe Fouquet said that "while we still prepare for growth in 2026 we cannot confirm it at this stage." $INTC $TSM $KLAC $LRCX $AMAT"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-16 12:50:00 UTC 160.9K followers, 16.8K engagements

"UBS projects Nvidias $NVDA NVL72 shipments at more than 27.2k this year with more than XX% of shipments occurring in the second half of the year"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-11 17:02:14 UTC 160.8K followers, 84.1K engagements

"I recently joined @cvpayne to discuss the rapid growth were seeing in the AI inference market and which AI stock I believe could outpace Nvidias $NVDA returns over the next 2-3 years"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-16 00:58:10 UTC 160.9K followers, 37.2K engagements

"CoreWeave $CRWV announced plans to raise $1.5B in senior debt in part to refinance existing debt and help its expansion plans. The deal is expected to price on Tuesday. $NVDA $NBIS $CORZ"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-21 19:43:56 UTC 160.9K followers, 26.4K engagements

"Chip materials manufacturer and TSMC $TSM supplier GlobalWafers is boosting its US investments to $7.5B as TSMC boosts its fab and advanced packaging presence in the US. $NVDA $AMD $AVGO $AAPL $QCOM"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-05-22 16:16:43 UTC 160.9K followers, 19.9K engagements

"UBS is projecting Nvidias $NVDA NVL72 racks to more than double sequentially to 9.44k by Q3 with Quantas output expected to rise more than XXX% QoQ and Foxconns more than XXX% QoQ"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-12 17:47:49 UTC 160.8K followers, 64.4K engagements

"Amazons $AMZN AWS could generate $XXX billion in revenue from Anthropic in 2025 per Morgan Stanley with revenue forecast to grow to nearly $X billion in 2026 and $XXX billion by 2027. $MSFT $GOOG $META $ORCL"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-18 14:50:05 UTC 160.9K followers, 70.2K engagements

"Oppenheimer named Nvidia $NVDA Broadcom $AVGO Marvell $MRVL and Monolithic Power $MPWR its top picks in semis saying: Against a noisy macro/tariff backdrop we view AI as the best/safest growth vector"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-04-22 16:43:49 UTC 160.9K followers, 37.1K engagements

"HSBC estimates that Broadcoms $AVGO ASIC revenue could rise as much as XXX% YoY next year to $XXXX billion fueled by Googles $GOOG TPU ramp driving a XX% YoY increase in ASIC ASPs"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-19 15:54:03 UTC 160.9K followers, 65.3K engagements

"Goldman Sachs sees hyperscaler capex increasing sharply through 2027 capex is projected to be $1.15T from 2025 through 2027 more than double the $477B spent from 2022 through 2024. $GOOG $MSFT $AMZN $META $NVDA"
@Beth_Kindig Avatar @Beth_Kindig on X 2025-07-13 22:36:04 UTC 160.9K followers, 96.1K engagements