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# ![@Beth_Kindig Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::499993648.png) @Beth_Kindig Beth Kindig

Several major tech companies, including Nvidia, AMD, and Oracle, are aggressively expanding their AI infrastructure and capacity, driven by surging demand for AI models and data center growth. This expansion includes significant investments in data centers, AI servers, and partnerships to support the growth of AI applications. Key players like OpenAI, Google, and Meta are driving this demand, with expectations of substantial revenue growth and increasing adoption of AI technologies.

### Engagements: XXXXXXX [#](/creator/twitter::499993648/interactions)
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### Mentions: XX [#](/creator/twitter::499993648/posts_active)
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### Followers: XXXXXXX [#](/creator/twitter::499993648/followers)
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- X Month XXXXXXX +0.64%
- X Months XXXXXXX +5.20%
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### CreatorRank: XXXXXXX [#](/creator/twitter::499993648/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::499993648/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::499993648/influence)
---

**Social category influence**
[stocks](/list/stocks)  #2257 [technology brands](/list/technology-brands)  [finance](/list/finance)  #2712 [countries](/list/countries)  [vc firms](/list/vc-firms)  [cryptocurrencies](/list/cryptocurrencies)  #1259 [currencies](/list/currencies)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[$nvda](/topic/$nvda) #67, [nvda](/topic/nvda) #18, [$msft](/topic/$msft) #6, [$goog](/topic/$goog) #3, [$amd](/topic/$amd) #34, [$amzn](/topic/$amzn) #15, [$orcl](/topic/$orcl) #6, [open ai](/topic/open-ai) #980, [$avgo](/topic/$avgo) #24, [$googl](/topic/$googl) #399

**Top accounts mentioned or mentioned by**
[@ycharts](/creator/undefined) [@cvpayne](/creator/undefined) [@007ofwallst](/creator/undefined) [@grok](/creator/undefined) [@freesites_com](/creator/undefined) [@teshen8lin](/creator/undefined) [@sergeycyw](/creator/undefined) [@realvision](/creator/undefined) [@foxbusiness](/creator/undefined) [@bethkindig](/creator/undefined) [@futureman1977](/creator/undefined) [@alerts_bullish](/creator/undefined) [@shawnchauhan1](/creator/undefined) [@cnbc](/creator/undefined) [@next100baggers](/creator/undefined) [@akinatorassets](/creator/undefined) [@beth_cronk](/creator/undefined) [@marketinvestorx](/creator/undefined) [@davidinglestv](/creator/undefined) [@forbes](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oracle Corporation (ORCL)](/topic/$orcl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Metadium (META)](/topic/$meta) [Micron Technology, Inc. (MU)](/topic/$mu) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Dell Technologies, Inc. (DELL)](/topic/$dell) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Intel Corporation (INTC)](/topic/$intc) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Apple, Inc. (AAPL)](/topic/$aapl) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [IBM (IBM)](/topic/ibm) [Goldman Sachs (GS)](/topic/goldman-sachs) [GlobalFoundries, Inc. (GFS)](/topic/$gfs) [Cisco Systems Inc (CSCO)](/topic/$csco) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Alibaba Group (BABA)](/topic/$baba)
### Top Social Posts [#](/creator/twitter::499993648/posts)
---
Top posts by engagements in the last XX hours

"Oracle $ORCL will be the first hyperscaler to deploy a publicly available GPU cluster powered by 50K AMD $AMD Instinct MI450 Series GPUs launching in Q3 2026 and expanding in 2027. $NVDA $GOOG $MSFT $AMZN"  
[X Link](https://x.com/Beth_Kindig/status/1978590860523557284) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-15T22:36Z 165.3K followers, 22.3K engagements


"Anthropic recently revealed that its newest model Claude Sonnet XXX can maintain focus and code on its own for XX hours straight a 4.5x increase from its XXX models that could code for seven hours. $MSFT $AMZN $GOOG $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/1978116586138386769) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-14T15:12Z 165.3K followers, 27.1K engagements


"SoftBank is said to be in talks to raise $X billion in a loan secured by its shares of Arm $ARM with the funding reportedly going to additional investment in OpenAI. $MSFT $NVDA $ORCL"  
[X Link](https://x.com/Beth_Kindig/status/1977117673067888948) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-11T21:02Z 165.3K followers, 40K engagements


"Oracles $ORCL capex is expected to surpass $XX billion annually in both 2028 and 2029 while total capex and operating expenses are projected to surge well beyond $XXX billion in 2029. $NVDA $AMD $MSFT $CRWV"  
[X Link](https://x.com/Beth_Kindig/status/1975605260166307896) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-07T16:52Z 165.4K followers, 26.1K engagements


"Micron has quietly outperformed and is up 3X more YTD than AI leader Nvidia with GPU demand driving 250%+ memory growth. Below I discuss the one key line item investors must know and what $MU valuation is communicating"  
[X Link](https://x.com/Beth_Kindig/status/1978481939293274410) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-15T15:23Z 165.3K followers, 23.8K engagements


"With $20B+ in new contracts and aggressive capacity expansion a key theme for a strong 2H is there room for CoreWeave $CRWV to extend its XXX% run since its IPO I answer this and what sets the company apart from hyperscalers in this weeks newsletter"  
[X Link](https://x.com/Beth_Kindig/status/1973815164635132030) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-02T18:19Z 165.3K followers, 39K engagements


"Microsoft $MSFT is launching two new cloud regions in south central India and Taiwan in 2026 following its launch of two new regions in Indonesia and Malaysia this year. $AMZN $GOOG $ORCL"  
[X Link](https://x.com/Beth_Kindig/status/1977817831464116628) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-13T19:24Z 165.3K followers, 26.3K engagements


"Oracle $ORCL and OpenAI have signed a $XXX billion contract for computing power over the next X years one of the largest cloud contracts in history"  
[X Link](https://x.com/Beth_Kindig/status/1965858843822534842) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-09-10T19:24Z 165.3K followers, 60.1K engagements


"Brookfield Asset Management predicted that meeting AI demand over the next decade would require $X trillion in global spending with $X trillion going to AI hardware and infrastructure $X trillion toward AI factories and $XXX trillion each to power and related adjacencies"  
[X Link](https://x.com/Beth_Kindig/status/1979225267429167608) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-17T16:37Z 165.3K followers, 34.5K engagements


"Oracle $ORCL and SoftBank are teaming up to provide scalable cloud and sovereign AI services in Japan with SoftBank rolling out its Cloud PF Type A suite powered by Oracle Alloy to Japanese customers throughout 2026. $MSFT $GOOG $AMZN"  
[X Link](https://x.com/Beth_Kindig/status/1975962883923288446) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-08T16:33Z 165.3K followers, 22.5K engagements


"Gartner projects that AI server spending will reach $XXX billion by 2026 more than doubling from $XXX billion in 2024. $NVDA $AMD $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/1971999420481945775) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-09-27T18:04Z 165.3K followers, 71.6K engagements


"Chip package substrate manufacturer Ibiden is said to be weighing faster capacity expansion plans to meet heightened demand from AI-driven clients Nvidia $NVDA AMD $AMD Intel $INTC and TSMC $TSM. Ibidens newest factory is expected to be online at XX% capacity by year end and XX% capacity in early 2026 though this may not be fast enough"  
[X Link](https://x.com/Beth_Kindig/status/1877367592152621549) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-01-09T14:51Z 165.3K followers, 14.2K engagements


"AMD $AMD CFO Jean Hu said the deal with OpenAI "is expected to deliver tens of billions of dollars in revenue." $NVDA $MSFT $ORCL"  
[X Link](https://x.com/Beth_Kindig/status/1975186118661259479) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-06T13:07Z 165.3K followers, 67.9K engagements


"Driving this growth is Dell's $DELL Infrastructure Solutions unit which houses its AI server business. ISG is expected to grow 11-14% annually over the long term up from a prior view for 6-8% growth. $SMCI $NVDA $AMD"  
[X Link](https://x.com/Beth_Kindig/status/1975659346341003283) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-07T20:27Z 165.3K followers, 43.4K engagements


"Hyperscaler RPO has surpassed $1T fueled by Oracles XXX% growth to nearly half a trillion this quarter. This also helps to illustrate why Oracle's stock has seen strong price action recently: $ORCL: $455B $MSFT: $315B $AMZN: $195B $GOOG: $106B"  
[X Link](https://x.com/Beth_Kindig/status/1972329433995624785) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-09-28T15:55Z 165.3K followers, 26.5K engagements


"Alphabet $GOOG recorded its biggest quarterly gain in more than XX years rising XX% in the third quarter with a more positive resolution on its antitrust case and strong growth for its Gemini AI offering"  
[X Link](https://x.com/Beth_Kindig/status/1977775439528525971) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-13T16:36Z 165.3K followers, 40.1K engagements


"Nvidias $NVDA next-generation Blackwell Ultra GB300 servers are expected to hit the market in mid-2025 featuring much faster performance and requiring fully-liquid cooled racks. $AMD $SMCI $DELL"  
[X Link](https://x.com/Beth_Kindig/status/1866569375630889327) [@Beth_Kindig](/creator/x/Beth_Kindig) 2024-12-10T19:43Z 165.3K followers, 60.4K engagements


"Global data center power load rose XXX% in the first half of 2025 and is quickly approaching XX GW quadrupling over the past decade. $NVDA $AMD $MSFT $GOOG $META $AMZN"  
[X Link](https://x.com/Beth_Kindig/status/1975299680105021767) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-06T20:38Z 165.3K followers, 27.3K engagements


"IBM $IBM has struck a deal with Anthropic to integrate its Claude models to advance enterprise software development. IBM says early testing across 6000 clients resulted in average productivity gains of 45%. $NVDA $MSFT $AMZN $GOOG"  
[X Link](https://x.com/Beth_Kindig/status/1975578489064665315) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-07T15:06Z 165.3K followers, 27.2K engagements


"Data center supply in primary markets such as Northern Virginia Dallas and Atlanta reached nearly XXX GW in the first half of 2025 up more than XX% YoY per CBRE. $NVDA $MSFT $AMZN $GOOG $ORCL $META"  
[X Link](https://x.com/Beth_Kindig/status/1971685889161187342) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-09-26T21:18Z 165.3K followers, 154.5K engagements


"Micron $MU guided FQ1 revenue of $12.5B $0.3B well ahead of estimates for $11.83B while forecasting gross margin to expand nearly X points QoQ to 50%. Adjusted EPS was guided at $XXXX $XXXX well ahead of the $XXXX consensus. $NVDA $AMD $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/1970601864195363168) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-09-23T21:31Z 165.3K followers, 49.3K engagements


"OpenAI recently revealed that it has X million developers using its APIs while weekly active users for ChatGPT have reached XXX million up XXX million since August and doubling since February. $MSFT $AMZN $GOOG $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/1978190051860254996) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-14T20:03Z 165.3K followers, 78.8K engagements


"Goldman Sachs predicts hyperscaler capex will reach $XXX trillion cumulatively from 2025 through 2027 predicting spending of $XXX billion next year before rising to $XXX billion in 2027. $MSFT $AMZN $GOOG $META $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/1978840547981734243) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-16T15:08Z 165.3K followers, 21.2K engagements


"Micron $MU raised its Q4 guidance now seeing $11.1-11.3B in revenue up from $10.4-11B prior and EPS of $2.78-2.92 up from $2.35-2.65 prior. Micron said the updated guidance "reflects improved pricing particularly in DRAM and strong execution." $NVDA $AMD"  
[X Link](https://x.com/Beth_Kindig/status/1954900627198267554) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-08-11T13:40Z 165.3K followers, 23.7K engagements


"Samsung is said to be supplying the HBM4 memory for AMDs $AMD MI450 GPUs for the first 1GW deployment. $MSFT $ORCL $NVDA $MU"  
[X Link](https://x.com/Beth_Kindig/status/1977078379607474237) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-11T18:26Z 165.3K followers, 78.2K engagements


"AI server spending rose XX% in Q2 driven by the ramp of Nvidias $NVDA Blackwell platform at hyperscalers and neoclouds while ASICs projects from Amazon $AMZN and Google $GOOG added to this momentum per DellOro. $AMD $AVGO $CRWV"  
[X Link](https://x.com/Beth_Kindig/status/1975235861538377965) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-06T16:25Z 165.4K followers, 28.5K engagements


"Google $GOOG is investing $15B over the next X years to build an AI data center hub in India starting with 1GW of initial capacity that can be scaled up to multiple GWs. It will also include an expanded fiber-optic network and large-scale energy resources. $MSFT $AMZN $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/1978152300024627471) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-14T17:33Z 165.3K followers, 57.9K engagements


"TSMC $TSM topped XX% foundry market share in Q2 as its share rose more than XXX points to XXXX% driven by an XXXX% QoQ increase in revenue outpacing the top XX foundry growth by X points. $INTC $GFS $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/1966960276483567751) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-09-13T20:20Z 165.3K followers, 23.7K engagements


"The US has approved "several billion dollars worth" of Nvidia's $NVDA planned high-end GPU exports to the UAE per Bloomberg though the exact value approved has not been disclosed. $AMD"  
[X Link](https://x.com/Beth_Kindig/status/1976306834441928721) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-09T15:20Z 165.4K followers, 25.8K engagements


"Micron $MU says that it has expanded its HBM customer base to six customers and is in active discussions for HBM4 volumes and expects to sell the remainder of its 2026 supply over the next few months. $NVDA $AMD $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/1977808897336578298) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-13T18:49Z 165.4K followers, 33.5K engagements


"Cisco $CSCO has launched its new 8223 router powered by its Silicon One P200 chip which it says will enable data center interconnect up to 1000 km with interconnect bandwidth of X exabits/second. $AVGO $MRVL $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/1975940370069389513) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-08T15:04Z 165.4K followers, 22.8K engagements


"Entergy says it has received increased interest from data center companies to build in Louisiana following its deal to power Metas $META 2GW data center. CEO Phillip May says interest spans from 100MW to GW-scale projects. $MSFT $AMZN $GOOG $ORCL"  
[X Link](https://x.com/Beth_Kindig/status/1977451940977279090) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-12T19:10Z 165.3K followers, 32.1K engagements


"Microsoft $MSFT also said that it "will be the first to support training models with hundreds of trillions of parameters" and that the $NVDA Blackwell Ultra clusters will enable large-scale training in weeks vs months"  
[X Link](https://x.com/Beth_Kindig/status/1976713646165356962) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-10T18:17Z 165.4K followers, 78.5K engagements


"AMD $AMD shares are up XX% after it struck a deal with OpenAI that could see the ChatGPT parent take up to a XX% stake in the chipmaker while agreeing to deploy 6GW of AMD's Instinct GPUs across several years starting with 1GW in 2H 2026. $NVDA $MSFT $ORCL"  
[X Link](https://x.com/Beth_Kindig/status/1975176224558424476) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-06T12:28Z 165.4K followers, 165.6K engagements


"AI robotics startup Figure raised $X billion in its latest funding round valuing the firm at $XX billion with participation from Nvidia $NVDA Salesforce $CRM Intel Capital $INTC and Qualcomm Ventures $QCOM"  
[X Link](https://x.com/Beth_Kindig/status/1967972844891164827) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-09-16T15:24Z 165.3K followers, 28.8K engagements


"Alibaba $BABA CEO Eddie Wu anticipates that overall AI investments will accelerate to nearly $X trillion globally over the next five years. $NVDA $AMD $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/1974524605345009727) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-04T17:18Z 165.3K followers, 49.7K engagements


"TSMC $TSM reported Q3 revenue of NT$989.92 billion ($32.5B) ahead of estimates for NT$962-973 billion up XX% YoY on strong AI demand. September revenue rose XXXX% YoY to NT$330.98 billion. $NVDA $AMD $AVGO $AAPL"  
[X Link](https://x.com/Beth_Kindig/status/1976346595080929755) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-09T17:58Z 165.4K followers, 23.9K engagements


"OpenAI also revealed that it is processing X billion AI tokens per minute on its platform. This equates to XXX trillion per month or approximately one-quarter the scale of Googles $GOOG platform at XXX trillion monthly tokens this summer. $MSFT $AMZN $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/1978199380847939894) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-14T20:41Z 165.3K followers, 58.8K engagements


"Google $GOOG is launching Gemini Enterprise to take on Microsoft's $MSFT XXX Copilot letting companies analyze data build deploy and automate custom agents and more. Gemini Enterprise Standard and Plus start at $30/month per seat while Gemini Business starts at $21/month"  
[X Link](https://x.com/Beth_Kindig/status/1976300037299896462) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-09T14:53Z 165.3K followers, 23.7K engagements


"Google $GOOG is planning to invest $10B to build a 1GW data center cluster in India with the three campuses expected to be operational by mid-year 2028. $MSFT $AMZN $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/1976381401655296497) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-09T20:17Z 165.4K followers, 84.6K engagements


"Google $GOOG is also spending 5B ($5.8B) on cloud and AI infrastructure in Belgium over the next two years while also signing agreements to build new onshore wind farms to power the data centers. $MSFT $AMZN $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/1976401682134368629) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-09T21:37Z 165.3K followers, 59.3K engagements


"Samsung and OpenAI are collaborating on floating data centers with potential exploration of floating power plants and control centers with executives saying the floating facilities can address land scarcity lower cooling costs and reduce carbon emissions. $NVDA $MSFT $ORCL"  
[X Link](https://x.com/Beth_Kindig/status/1978477709232652638) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-15T15:06Z 165.3K followers, 26.2K engagements


"Oracle $ORCL recently sold $XX billion in investment-grade bonds to help fund its aggressive data center expansion plans though demand for the bonds peaked at almost $XX billion. $MSFT $GOOG $NVDA $AMD"  
[X Link](https://x.com/Beth_Kindig/status/1974929002633789651) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-05T20:05Z 165.3K followers, 33K engagements


"Oracle $ORCL says that Oracle Cloud Infrastructure is now on track for $XXX billion in revenue by fiscal 2030 up more than XX% from its prior forecast from Q1 for $XXX billion"  
[X Link](https://x.com/Beth_Kindig/status/1978897088936030312) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-16T18:53Z 165.3K followers, 83.6K engagements


"Amazon $AMZN Microsoft $MSFT Meta $META and Google $GOOG have nearly 12GW of data center capacity currently operational and another 26.2GW under development according to BloombergNEF. The four account for approximately XX% of US data center capacity. $NVDA $AMD $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/1978818506054353324) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-16T13:41Z 165.3K followers, 27.3K engagements


"Oracle $ORCL projected $XXX billion in revenue by fiscal 2030 growing at a XX% CAGR from FY25 with OCI accounting for nearly XX% of overall revenue. Oracle also projected FY30 EPS of $XX rising at a XX% CAGR"  
[X Link](https://x.com/Beth_Kindig/status/1979245166138437723) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-17T17:56Z 165.3K followers, 31.9K engagements


"Quanta Computer's AI server head recently said that orders for Nvidia's $NVDA GB300 are "unimaginable" as the firm works to expand production capacity worldwide"  
[X Link](https://x.com/Beth_Kindig/status/1970508025065787676) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-09-23T15:18Z 165.3K followers, 67.6K engagements


"OpenAI and Sur Energy signed a letter of intent for a 500MW data center in Argentina requiring up to $XX billion in investment marking one of the largest tech and energy infrastructure investments in the country. $MSFT $ORCL $NVDA $AMD"  
[X Link](https://x.com/Beth_Kindig/status/1976733239785275711) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-10T19:35Z 165.4K followers, 35K engagements


"Global data center power capacity is projected to more than triple through 2035 rising from 81GW in 2024 to 277GW by 2035 per BloombergNEFs New Energy Outlook. $MSFT $AMZN $GOOG $META $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/1979192741163680248) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-17T14:28Z 165.3K followers, 18.5K engagements


"OpenAI is rolling out a low-cost subscription plan dubbed ChatGPT Go to XX more countries across Asia letting users have extended access to GPT-5 image generation and more for $X per month. $MSFT $AMZN $GOOG $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/1976319494470476118) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-09T16:11Z 165.4K followers, 29.6K engagements


"Nscale will deploy 104K $NVDA GB300s in a 240MW campus in Texas with delivery slated for Q3 2026 with potential to ultimately scale to 1.2GW. Nscale is also deploying 12.6K GB300s in Portugal in Q1 2026 and 23K in the UK in Q3 2027 for Microsoft $MSFT Azure services"  
[X Link](https://x.com/Beth_Kindig/status/1978545710317306103) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-15T19:37Z 165.3K followers, 38.1K engagements


"Honeywells $HON quantum computing company Quantinuum recently raised $XXX million from Nvidias $NVDA VC arm Quanta Computer and others valuing it at $XX billion. Quantinuum has been raising capital in preparation for a potential spinoff by the end of 2027"  
[X Link](https://x.com/Beth_Kindig/status/1966609763107569687) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-09-12T21:08Z 165.3K followers, 24.2K engagements


"Nvidia $NVDA on the GB300 ramp: The current run rate is back at full speed producing approximately 1000 racks per week. This output is expected to accelerate even further throughout the third quarter as additional capacity comes online"  
[X Link](https://x.com/Beth_Kindig/status/1963716199209955640) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-09-04T21:30Z 165.3K followers, 38.6K engagements


"Google OpenAI and Microsoft process X quadrillion tokens monthly and AI agents could increase this by up to 15X. This week I break down one stock ahead of the curve in enterprise AI and why it ranks atop the strongest fundamentally in the market"  
[X Link](https://x.com/Beth_Kindig/status/1976364421179232274) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-09T19:09Z 165.3K followers, 44.7K engagements


"Google Cloud CEO $GOOG Thomas Kurian: If you look at the total capacity you can get on a single system you can get 180x more throughput through our systems than you can from the next player. $NVDA $AMD $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/1974517679009796253) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-04T16:51Z 165.3K followers, 112.8K engagements


"Nvidia $NVDA Intel Capital $INTC and Google $GOOG are backing AI startup AI21 Labs' $300M Series D round which develops LLMs for enterprise use cases"  
[X Link](https://x.com/Beth_Kindig/status/1924889424036323667) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-05-20T18:06Z 165.3K followers, 19.7K engagements


"OpenAI and Broadcom $AVGO signed a deal to develop XX GW of custom chips to be deployed in OpenAI-owned and third-party data centers. Broadcom will begin deploying the AI accelerator racks in the second half of 2026 and finish by 2029. $NVDA $AMD $MSFT $ORCL"  
[X Link](https://x.com/Beth_Kindig/status/1977727684219183119) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-13T13:26Z 165.4K followers, 92.5K engagements


"Dell $DELL COO Jeff Clarke: We were all wrong how big we thought the AI market was two years ago and its nothing but bigger. $NVDA $AMD $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/1978473193171038371) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-15T14:49Z 165.3K followers, 33.9K engagements


"TSMC $TSM raised its 2025 revenue guide to mid-30% growth from close to XX% growth last quarter on the back of very strong AI demand while also seeing Q4 revenue of $32.2-33.4B up XX% YoY at midpoint. $NVDA $AMD $AVGO $AAPL"  
[X Link](https://x.com/Beth_Kindig/status/1978833078819647918) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-16T14:39Z 165.3K followers, 17.7K 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"  
[X Link](https://x.com/Beth_Kindig/status/1797020319141482817) [@Beth_Kindig](/creator/x/Beth_Kindig) 2024-06-01T21:40Z 165.3K followers, 469.7K engagements


"Nvidia $NVDA server manufacturer Wistron is spending more than three-quarters of a billion to expand its operations in Texas building two AI server factories"  
[X Link](https://x.com/Beth_Kindig/status/1960738350425326058) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-08-27T16:17Z 165.3K followers, 31.3K engagements


"Anthropic is reportedly planning to open its first office in India in early 2026 helping its serve India's growing AI ecosystem and meet rising international demand. $AMZN $GOOG $MSFT"  
[X Link](https://x.com/Beth_Kindig/status/1976001818233643311) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-08T19:08Z 165.3K followers, 60.9K engagements


"OpenAI has now committed to up to 26GW of chips between Nvidia $NVDA AMD $AMD and Broadcom $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/1977745827276685496) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-13T14:38Z 165.3K followers, 66.7K engagements


"AI agent startup n8n raised $180M in a Series C round led by Accel with participation from Nvidia $NVDA and others valuing the startup at $2.5B. n8n lets enterprises automate workflows with AI models from multiple providers including Google $GOOG Anthropic and OpenAI. $MSFT"  
[X Link](https://x.com/Beth_Kindig/status/1976696837999333477) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-10T17:10Z 165.3K followers, 34.1K 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"  
[X Link](https://x.com/Beth_Kindig/status/1864374520003371090) [@Beth_Kindig](/creator/x/Beth_Kindig) 2024-12-04T18:21Z 165.3K followers, 48.6K engagements


"Google $GOOG on the growth in usage of Gemini: Compared to XXX which we launched in January of this year XXX our latest model reached X trillion tokens 20x as fast. $NVDA $AMD $AVGO"  
[X Link](https://x.com/Beth_Kindig/status/1974580943630540840) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-04T21:02Z 165.3K followers, 85.3K engagements


"Google Cloud $GOOG CEO Thomas Kurian said this will be "the largest AI hub that we are going to be investing in anywhere in the world outside of the United States." $MSFT $AMZN $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/1978161512234524905) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-14T18:10Z 165.3K followers, 40.2K engagements


"Microsoft $MSFT announced that it has delivered the first at-scale production cluster of Nvidia's $NVDA GB300 NVL72 featuring over 4600 GPUs which it says will allow OpenAI to serve 'multitrillion-parameter models'"  
[X Link](https://x.com/Beth_Kindig/status/1976661864420717023) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-10T14:51Z 165.4K followers, 105.7K engagements


"Nvidia-backed $NVDA AI startup Reflection AI which offers AI tools to help companies automate software development raised $X billion at an $X billion valuation. This is a large step-up from its previous funding round which saw the startup raise $130M at a $545M valuation. $GOOG $MSFT"  
[X Link](https://x.com/Beth_Kindig/status/1976404157956313348) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-09T21:47Z 165.3K followers, 23.6K engagements


"CoreWeave $CRWV announced that it plans to acquire UK AI startup Monolith AI whose AI/ML platform helps solve complex physics and engineering problems. CoreWeave says the acquisition will help expand its full-stack offering for industrial and manufacturing enterprises. $NVDA $AMD"  
[X Link](https://x.com/Beth_Kindig/status/1975311695095468420) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-06T21:26Z 165.4K followers, 44.1K 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"  
[X Link](https://x.com/Beth_Kindig/status/1925586630833779089) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-05-22T16:16Z 165.3K followers, 20K engagements


"Salesforce $CRM says it will invest $X billion in Mexico over the next five years to expand its presence and accelerate AI adoption in the country with CEO Marc Benioff noting Mexico is a "key market for AI-powered growth." $MSFT $GOOG $AMZN"  
[X Link](https://x.com/Beth_Kindig/status/1975980024634409409) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-08T17:42Z 165.3K followers, 20.3K engagements


"Dell $DELL updated its long-term financial guidance now expecting revenue to increase 7-9% annually for the next four years up from 3-4% previously with EPS expected to grow XX% annually. $SMCI $AMD $HPE $NVDA"  
[X Link](https://x.com/Beth_Kindig/status/1975600863436546340) [@Beth_Kindig](/creator/x/Beth_Kindig) 2025-10-07T16:35Z 165.3K followers, 61.6K engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@Beth_Kindig Avatar @Beth_Kindig Beth Kindig

Several major tech companies, including Nvidia, AMD, and Oracle, are aggressively expanding their AI infrastructure and capacity, driven by surging demand for AI models and data center growth. This expansion includes significant investments in data centers, AI servers, and partnerships to support the growth of AI applications. Key players like OpenAI, Google, and Meta are driving this demand, with expectations of substantial revenue growth and increasing adoption of AI technologies.

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Social Influence #


Social category influence stocks #2257 technology brands finance #2712 countries vc firms cryptocurrencies #1259 currencies fashion brands

Social topic influence $nvda #67, nvda #18, $msft #6, $goog #3, $amd #34, $amzn #15, $orcl #6, open ai #980, $avgo #24, $googl #399

Top accounts mentioned or mentioned by @ycharts @cvpayne @007ofwallst @grok @freesites_com @teshen8lin @sergeycyw @realvision @foxbusiness @bethkindig @futureman1977 @alerts_bullish @shawnchauhan1 @cnbc @next100baggers @akinatorassets @beth_cronk @marketinvestorx @davidinglestv @forbes

Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) Metadium (META) Micron Technology, Inc. (MU) Taiwan Semiconductor (TSM) Dell Technologies, Inc. (DELL) CoreWeave, Inc. (CRWV) Intel Corporation (INTC) Super Micro Computer, Inc. Common Stock (SMCI) Apple, Inc. (AAPL) Hewlett Packard Enterprise Co (HPE) Salesforce Inc (CRM) Cream (CRM) QUALCOMM, Inc. (QCOM) IBM (IBM) Goldman Sachs (GS) GlobalFoundries, Inc. (GFS) Cisco Systems Inc (CSCO) Marvell Technology Inc (MRVL) Alibaba Group (BABA)

Top Social Posts #


Top posts by engagements in the last XX hours

"Oracle $ORCL will be the first hyperscaler to deploy a publicly available GPU cluster powered by 50K AMD $AMD Instinct MI450 Series GPUs launching in Q3 2026 and expanding in 2027. $NVDA $GOOG $MSFT $AMZN"
X Link @Beth_Kindig 2025-10-15T22:36Z 165.3K followers, 22.3K engagements

"Anthropic recently revealed that its newest model Claude Sonnet XXX can maintain focus and code on its own for XX hours straight a 4.5x increase from its XXX models that could code for seven hours. $MSFT $AMZN $GOOG $NVDA"
X Link @Beth_Kindig 2025-10-14T15:12Z 165.3K followers, 27.1K engagements

"SoftBank is said to be in talks to raise $X billion in a loan secured by its shares of Arm $ARM with the funding reportedly going to additional investment in OpenAI. $MSFT $NVDA $ORCL"
X Link @Beth_Kindig 2025-10-11T21:02Z 165.3K followers, 40K engagements

"Oracles $ORCL capex is expected to surpass $XX billion annually in both 2028 and 2029 while total capex and operating expenses are projected to surge well beyond $XXX billion in 2029. $NVDA $AMD $MSFT $CRWV"
X Link @Beth_Kindig 2025-10-07T16:52Z 165.4K followers, 26.1K engagements

"Micron has quietly outperformed and is up 3X more YTD than AI leader Nvidia with GPU demand driving 250%+ memory growth. Below I discuss the one key line item investors must know and what $MU valuation is communicating"
X Link @Beth_Kindig 2025-10-15T15:23Z 165.3K followers, 23.8K engagements

"With $20B+ in new contracts and aggressive capacity expansion a key theme for a strong 2H is there room for CoreWeave $CRWV to extend its XXX% run since its IPO I answer this and what sets the company apart from hyperscalers in this weeks newsletter"
X Link @Beth_Kindig 2025-10-02T18:19Z 165.3K followers, 39K engagements

"Microsoft $MSFT is launching two new cloud regions in south central India and Taiwan in 2026 following its launch of two new regions in Indonesia and Malaysia this year. $AMZN $GOOG $ORCL"
X Link @Beth_Kindig 2025-10-13T19:24Z 165.3K followers, 26.3K engagements

"Oracle $ORCL and OpenAI have signed a $XXX billion contract for computing power over the next X years one of the largest cloud contracts in history"
X Link @Beth_Kindig 2025-09-10T19:24Z 165.3K followers, 60.1K engagements

"Brookfield Asset Management predicted that meeting AI demand over the next decade would require $X trillion in global spending with $X trillion going to AI hardware and infrastructure $X trillion toward AI factories and $XXX trillion each to power and related adjacencies"
X Link @Beth_Kindig 2025-10-17T16:37Z 165.3K followers, 34.5K engagements

"Oracle $ORCL and SoftBank are teaming up to provide scalable cloud and sovereign AI services in Japan with SoftBank rolling out its Cloud PF Type A suite powered by Oracle Alloy to Japanese customers throughout 2026. $MSFT $GOOG $AMZN"
X Link @Beth_Kindig 2025-10-08T16:33Z 165.3K followers, 22.5K engagements

"Gartner projects that AI server spending will reach $XXX billion by 2026 more than doubling from $XXX billion in 2024. $NVDA $AMD $AVGO"
X Link @Beth_Kindig 2025-09-27T18:04Z 165.3K followers, 71.6K engagements

"Chip package substrate manufacturer Ibiden is said to be weighing faster capacity expansion plans to meet heightened demand from AI-driven clients Nvidia $NVDA AMD $AMD Intel $INTC and TSMC $TSM. Ibidens newest factory is expected to be online at XX% capacity by year end and XX% capacity in early 2026 though this may not be fast enough"
X Link @Beth_Kindig 2025-01-09T14:51Z 165.3K followers, 14.2K engagements

"AMD $AMD CFO Jean Hu said the deal with OpenAI "is expected to deliver tens of billions of dollars in revenue." $NVDA $MSFT $ORCL"
X Link @Beth_Kindig 2025-10-06T13:07Z 165.3K followers, 67.9K engagements

"Driving this growth is Dell's $DELL Infrastructure Solutions unit which houses its AI server business. ISG is expected to grow 11-14% annually over the long term up from a prior view for 6-8% growth. $SMCI $NVDA $AMD"
X Link @Beth_Kindig 2025-10-07T20:27Z 165.3K followers, 43.4K engagements

"Hyperscaler RPO has surpassed $1T fueled by Oracles XXX% growth to nearly half a trillion this quarter. This also helps to illustrate why Oracle's stock has seen strong price action recently: $ORCL: $455B $MSFT: $315B $AMZN: $195B $GOOG: $106B"
X Link @Beth_Kindig 2025-09-28T15:55Z 165.3K followers, 26.5K engagements

"Alphabet $GOOG recorded its biggest quarterly gain in more than XX years rising XX% in the third quarter with a more positive resolution on its antitrust case and strong growth for its Gemini AI offering"
X Link @Beth_Kindig 2025-10-13T16:36Z 165.3K followers, 40.1K engagements

"Nvidias $NVDA next-generation Blackwell Ultra GB300 servers are expected to hit the market in mid-2025 featuring much faster performance and requiring fully-liquid cooled racks. $AMD $SMCI $DELL"
X Link @Beth_Kindig 2024-12-10T19:43Z 165.3K followers, 60.4K engagements

"Global data center power load rose XXX% in the first half of 2025 and is quickly approaching XX GW quadrupling over the past decade. $NVDA $AMD $MSFT $GOOG $META $AMZN"
X Link @Beth_Kindig 2025-10-06T20:38Z 165.3K followers, 27.3K engagements

"IBM $IBM has struck a deal with Anthropic to integrate its Claude models to advance enterprise software development. IBM says early testing across 6000 clients resulted in average productivity gains of 45%. $NVDA $MSFT $AMZN $GOOG"
X Link @Beth_Kindig 2025-10-07T15:06Z 165.3K followers, 27.2K engagements

"Data center supply in primary markets such as Northern Virginia Dallas and Atlanta reached nearly XXX GW in the first half of 2025 up more than XX% YoY per CBRE. $NVDA $MSFT $AMZN $GOOG $ORCL $META"
X Link @Beth_Kindig 2025-09-26T21:18Z 165.3K followers, 154.5K engagements

"Micron $MU guided FQ1 revenue of $12.5B $0.3B well ahead of estimates for $11.83B while forecasting gross margin to expand nearly X points QoQ to 50%. Adjusted EPS was guided at $XXXX $XXXX well ahead of the $XXXX consensus. $NVDA $AMD $AVGO"
X Link @Beth_Kindig 2025-09-23T21:31Z 165.3K followers, 49.3K engagements

"OpenAI recently revealed that it has X million developers using its APIs while weekly active users for ChatGPT have reached XXX million up XXX million since August and doubling since February. $MSFT $AMZN $GOOG $NVDA"
X Link @Beth_Kindig 2025-10-14T20:03Z 165.3K followers, 78.8K engagements

"Goldman Sachs predicts hyperscaler capex will reach $XXX trillion cumulatively from 2025 through 2027 predicting spending of $XXX billion next year before rising to $XXX billion in 2027. $MSFT $AMZN $GOOG $META $NVDA"
X Link @Beth_Kindig 2025-10-16T15:08Z 165.3K followers, 21.2K engagements

"Micron $MU raised its Q4 guidance now seeing $11.1-11.3B in revenue up from $10.4-11B prior and EPS of $2.78-2.92 up from $2.35-2.65 prior. Micron said the updated guidance "reflects improved pricing particularly in DRAM and strong execution." $NVDA $AMD"
X Link @Beth_Kindig 2025-08-11T13:40Z 165.3K followers, 23.7K engagements

"Samsung is said to be supplying the HBM4 memory for AMDs $AMD MI450 GPUs for the first 1GW deployment. $MSFT $ORCL $NVDA $MU"
X Link @Beth_Kindig 2025-10-11T18:26Z 165.3K followers, 78.2K engagements

"AI server spending rose XX% in Q2 driven by the ramp of Nvidias $NVDA Blackwell platform at hyperscalers and neoclouds while ASICs projects from Amazon $AMZN and Google $GOOG added to this momentum per DellOro. $AMD $AVGO $CRWV"
X Link @Beth_Kindig 2025-10-06T16:25Z 165.4K followers, 28.5K engagements

"Google $GOOG is investing $15B over the next X years to build an AI data center hub in India starting with 1GW of initial capacity that can be scaled up to multiple GWs. It will also include an expanded fiber-optic network and large-scale energy resources. $MSFT $AMZN $NVDA"
X Link @Beth_Kindig 2025-10-14T17:33Z 165.3K followers, 57.9K engagements

"TSMC $TSM topped XX% foundry market share in Q2 as its share rose more than XXX points to XXXX% driven by an XXXX% QoQ increase in revenue outpacing the top XX foundry growth by X points. $INTC $GFS $NVDA"
X Link @Beth_Kindig 2025-09-13T20:20Z 165.3K followers, 23.7K engagements

"The US has approved "several billion dollars worth" of Nvidia's $NVDA planned high-end GPU exports to the UAE per Bloomberg though the exact value approved has not been disclosed. $AMD"
X Link @Beth_Kindig 2025-10-09T15:20Z 165.4K followers, 25.8K engagements

"Micron $MU says that it has expanded its HBM customer base to six customers and is in active discussions for HBM4 volumes and expects to sell the remainder of its 2026 supply over the next few months. $NVDA $AMD $AVGO"
X Link @Beth_Kindig 2025-10-13T18:49Z 165.4K followers, 33.5K engagements

"Cisco $CSCO has launched its new 8223 router powered by its Silicon One P200 chip which it says will enable data center interconnect up to 1000 km with interconnect bandwidth of X exabits/second. $AVGO $MRVL $NVDA"
X Link @Beth_Kindig 2025-10-08T15:04Z 165.4K followers, 22.8K engagements

"Entergy says it has received increased interest from data center companies to build in Louisiana following its deal to power Metas $META 2GW data center. CEO Phillip May says interest spans from 100MW to GW-scale projects. $MSFT $AMZN $GOOG $ORCL"
X Link @Beth_Kindig 2025-10-12T19:10Z 165.3K followers, 32.1K engagements

"Microsoft $MSFT also said that it "will be the first to support training models with hundreds of trillions of parameters" and that the $NVDA Blackwell Ultra clusters will enable large-scale training in weeks vs months"
X Link @Beth_Kindig 2025-10-10T18:17Z 165.4K followers, 78.5K engagements

"AMD $AMD shares are up XX% after it struck a deal with OpenAI that could see the ChatGPT parent take up to a XX% stake in the chipmaker while agreeing to deploy 6GW of AMD's Instinct GPUs across several years starting with 1GW in 2H 2026. $NVDA $MSFT $ORCL"
X Link @Beth_Kindig 2025-10-06T12:28Z 165.4K followers, 165.6K engagements

"AI robotics startup Figure raised $X billion in its latest funding round valuing the firm at $XX billion with participation from Nvidia $NVDA Salesforce $CRM Intel Capital $INTC and Qualcomm Ventures $QCOM"
X Link @Beth_Kindig 2025-09-16T15:24Z 165.3K followers, 28.8K engagements

"Alibaba $BABA CEO Eddie Wu anticipates that overall AI investments will accelerate to nearly $X trillion globally over the next five years. $NVDA $AMD $AVGO"
X Link @Beth_Kindig 2025-10-04T17:18Z 165.3K followers, 49.7K engagements

"TSMC $TSM reported Q3 revenue of NT$989.92 billion ($32.5B) ahead of estimates for NT$962-973 billion up XX% YoY on strong AI demand. September revenue rose XXXX% YoY to NT$330.98 billion. $NVDA $AMD $AVGO $AAPL"
X Link @Beth_Kindig 2025-10-09T17:58Z 165.4K followers, 23.9K engagements

"OpenAI also revealed that it is processing X billion AI tokens per minute on its platform. This equates to XXX trillion per month or approximately one-quarter the scale of Googles $GOOG platform at XXX trillion monthly tokens this summer. $MSFT $AMZN $NVDA"
X Link @Beth_Kindig 2025-10-14T20:41Z 165.3K followers, 58.8K engagements

"Google $GOOG is launching Gemini Enterprise to take on Microsoft's $MSFT XXX Copilot letting companies analyze data build deploy and automate custom agents and more. Gemini Enterprise Standard and Plus start at $30/month per seat while Gemini Business starts at $21/month"
X Link @Beth_Kindig 2025-10-09T14:53Z 165.3K followers, 23.7K engagements

"Google $GOOG is planning to invest $10B to build a 1GW data center cluster in India with the three campuses expected to be operational by mid-year 2028. $MSFT $AMZN $NVDA"
X Link @Beth_Kindig 2025-10-09T20:17Z 165.4K followers, 84.6K engagements

"Google $GOOG is also spending 5B ($5.8B) on cloud and AI infrastructure in Belgium over the next two years while also signing agreements to build new onshore wind farms to power the data centers. $MSFT $AMZN $NVDA"
X Link @Beth_Kindig 2025-10-09T21:37Z 165.3K followers, 59.3K engagements

"Samsung and OpenAI are collaborating on floating data centers with potential exploration of floating power plants and control centers with executives saying the floating facilities can address land scarcity lower cooling costs and reduce carbon emissions. $NVDA $MSFT $ORCL"
X Link @Beth_Kindig 2025-10-15T15:06Z 165.3K followers, 26.2K engagements

"Oracle $ORCL recently sold $XX billion in investment-grade bonds to help fund its aggressive data center expansion plans though demand for the bonds peaked at almost $XX billion. $MSFT $GOOG $NVDA $AMD"
X Link @Beth_Kindig 2025-10-05T20:05Z 165.3K followers, 33K engagements

"Oracle $ORCL says that Oracle Cloud Infrastructure is now on track for $XXX billion in revenue by fiscal 2030 up more than XX% from its prior forecast from Q1 for $XXX billion"
X Link @Beth_Kindig 2025-10-16T18:53Z 165.3K followers, 83.6K engagements

"Amazon $AMZN Microsoft $MSFT Meta $META and Google $GOOG have nearly 12GW of data center capacity currently operational and another 26.2GW under development according to BloombergNEF. The four account for approximately XX% of US data center capacity. $NVDA $AMD $AVGO"
X Link @Beth_Kindig 2025-10-16T13:41Z 165.3K followers, 27.3K engagements

"Oracle $ORCL projected $XXX billion in revenue by fiscal 2030 growing at a XX% CAGR from FY25 with OCI accounting for nearly XX% of overall revenue. Oracle also projected FY30 EPS of $XX rising at a XX% CAGR"
X Link @Beth_Kindig 2025-10-17T17:56Z 165.3K followers, 31.9K engagements

"Quanta Computer's AI server head recently said that orders for Nvidia's $NVDA GB300 are "unimaginable" as the firm works to expand production capacity worldwide"
X Link @Beth_Kindig 2025-09-23T15:18Z 165.3K followers, 67.6K engagements

"OpenAI and Sur Energy signed a letter of intent for a 500MW data center in Argentina requiring up to $XX billion in investment marking one of the largest tech and energy infrastructure investments in the country. $MSFT $ORCL $NVDA $AMD"
X Link @Beth_Kindig 2025-10-10T19:35Z 165.4K followers, 35K engagements

"Global data center power capacity is projected to more than triple through 2035 rising from 81GW in 2024 to 277GW by 2035 per BloombergNEFs New Energy Outlook. $MSFT $AMZN $GOOG $META $NVDA"
X Link @Beth_Kindig 2025-10-17T14:28Z 165.3K followers, 18.5K engagements

"OpenAI is rolling out a low-cost subscription plan dubbed ChatGPT Go to XX more countries across Asia letting users have extended access to GPT-5 image generation and more for $X per month. $MSFT $AMZN $GOOG $NVDA"
X Link @Beth_Kindig 2025-10-09T16:11Z 165.4K followers, 29.6K engagements

"Nscale will deploy 104K $NVDA GB300s in a 240MW campus in Texas with delivery slated for Q3 2026 with potential to ultimately scale to 1.2GW. Nscale is also deploying 12.6K GB300s in Portugal in Q1 2026 and 23K in the UK in Q3 2027 for Microsoft $MSFT Azure services"
X Link @Beth_Kindig 2025-10-15T19:37Z 165.3K followers, 38.1K engagements

"Honeywells $HON quantum computing company Quantinuum recently raised $XXX million from Nvidias $NVDA VC arm Quanta Computer and others valuing it at $XX billion. Quantinuum has been raising capital in preparation for a potential spinoff by the end of 2027"
X Link @Beth_Kindig 2025-09-12T21:08Z 165.3K followers, 24.2K engagements

"Nvidia $NVDA on the GB300 ramp: The current run rate is back at full speed producing approximately 1000 racks per week. This output is expected to accelerate even further throughout the third quarter as additional capacity comes online"
X Link @Beth_Kindig 2025-09-04T21:30Z 165.3K followers, 38.6K engagements

"Google OpenAI and Microsoft process X quadrillion tokens monthly and AI agents could increase this by up to 15X. This week I break down one stock ahead of the curve in enterprise AI and why it ranks atop the strongest fundamentally in the market"
X Link @Beth_Kindig 2025-10-09T19:09Z 165.3K followers, 44.7K engagements

"Google Cloud CEO $GOOG Thomas Kurian: If you look at the total capacity you can get on a single system you can get 180x more throughput through our systems than you can from the next player. $NVDA $AMD $AVGO"
X Link @Beth_Kindig 2025-10-04T16:51Z 165.3K followers, 112.8K engagements

"Nvidia $NVDA Intel Capital $INTC and Google $GOOG are backing AI startup AI21 Labs' $300M Series D round which develops LLMs for enterprise use cases"
X Link @Beth_Kindig 2025-05-20T18:06Z 165.3K followers, 19.7K engagements

"OpenAI and Broadcom $AVGO signed a deal to develop XX GW of custom chips to be deployed in OpenAI-owned and third-party data centers. Broadcom will begin deploying the AI accelerator racks in the second half of 2026 and finish by 2029. $NVDA $AMD $MSFT $ORCL"
X Link @Beth_Kindig 2025-10-13T13:26Z 165.4K followers, 92.5K engagements

"Dell $DELL COO Jeff Clarke: We were all wrong how big we thought the AI market was two years ago and its nothing but bigger. $NVDA $AMD $AVGO"
X Link @Beth_Kindig 2025-10-15T14:49Z 165.3K followers, 33.9K engagements

"TSMC $TSM raised its 2025 revenue guide to mid-30% growth from close to XX% growth last quarter on the back of very strong AI demand while also seeing Q4 revenue of $32.2-33.4B up XX% YoY at midpoint. $NVDA $AMD $AVGO $AAPL"
X Link @Beth_Kindig 2025-10-16T14:39Z 165.3K followers, 17.7K 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"
X Link @Beth_Kindig 2024-06-01T21:40Z 165.3K followers, 469.7K engagements

"Nvidia $NVDA server manufacturer Wistron is spending more than three-quarters of a billion to expand its operations in Texas building two AI server factories"
X Link @Beth_Kindig 2025-08-27T16:17Z 165.3K followers, 31.3K engagements

"Anthropic is reportedly planning to open its first office in India in early 2026 helping its serve India's growing AI ecosystem and meet rising international demand. $AMZN $GOOG $MSFT"
X Link @Beth_Kindig 2025-10-08T19:08Z 165.3K followers, 60.9K engagements

"OpenAI has now committed to up to 26GW of chips between Nvidia $NVDA AMD $AMD and Broadcom $AVGO"
X Link @Beth_Kindig 2025-10-13T14:38Z 165.3K followers, 66.7K engagements

"AI agent startup n8n raised $180M in a Series C round led by Accel with participation from Nvidia $NVDA and others valuing the startup at $2.5B. n8n lets enterprises automate workflows with AI models from multiple providers including Google $GOOG Anthropic and OpenAI. $MSFT"
X Link @Beth_Kindig 2025-10-10T17:10Z 165.3K followers, 34.1K 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"
X Link @Beth_Kindig 2024-12-04T18:21Z 165.3K followers, 48.6K engagements

"Google $GOOG on the growth in usage of Gemini: Compared to XXX which we launched in January of this year XXX our latest model reached X trillion tokens 20x as fast. $NVDA $AMD $AVGO"
X Link @Beth_Kindig 2025-10-04T21:02Z 165.3K followers, 85.3K engagements

"Google Cloud $GOOG CEO Thomas Kurian said this will be "the largest AI hub that we are going to be investing in anywhere in the world outside of the United States." $MSFT $AMZN $NVDA"
X Link @Beth_Kindig 2025-10-14T18:10Z 165.3K followers, 40.2K engagements

"Microsoft $MSFT announced that it has delivered the first at-scale production cluster of Nvidia's $NVDA GB300 NVL72 featuring over 4600 GPUs which it says will allow OpenAI to serve 'multitrillion-parameter models'"
X Link @Beth_Kindig 2025-10-10T14:51Z 165.4K followers, 105.7K engagements

"Nvidia-backed $NVDA AI startup Reflection AI which offers AI tools to help companies automate software development raised $X billion at an $X billion valuation. This is a large step-up from its previous funding round which saw the startup raise $130M at a $545M valuation. $GOOG $MSFT"
X Link @Beth_Kindig 2025-10-09T21:47Z 165.3K followers, 23.6K engagements

"CoreWeave $CRWV announced that it plans to acquire UK AI startup Monolith AI whose AI/ML platform helps solve complex physics and engineering problems. CoreWeave says the acquisition will help expand its full-stack offering for industrial and manufacturing enterprises. $NVDA $AMD"
X Link @Beth_Kindig 2025-10-06T21:26Z 165.4K followers, 44.1K 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"
X Link @Beth_Kindig 2025-05-22T16:16Z 165.3K followers, 20K engagements

"Salesforce $CRM says it will invest $X billion in Mexico over the next five years to expand its presence and accelerate AI adoption in the country with CEO Marc Benioff noting Mexico is a "key market for AI-powered growth." $MSFT $GOOG $AMZN"
X Link @Beth_Kindig 2025-10-08T17:42Z 165.3K followers, 20.3K engagements

"Dell $DELL updated its long-term financial guidance now expecting revenue to increase 7-9% annually for the next four years up from 3-4% previously with EPS expected to grow XX% annually. $SMCI $AMD $HPE $NVDA"
X Link @Beth_Kindig 2025-10-07T16:35Z 165.3K followers, 61.6K engagements

@Beth_Kindig
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