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# ![@theaustinlyons Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::9015062.png) @theaustinlyons Austin Lyons

Austin Lyons posts on X about $nvda, $avgo, open ai, $amzn the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::9015062/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::9015062/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXX +2,234%
- X Year XXXXXXX +128,083%

### Mentions: XX [#](/creator/twitter::9015062/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::9015062/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XXX +15%
- X Months XXX +1,052%
- X Year XXX +7,660%

### Followers: XXXXX [#](/creator/twitter::9015062/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::9015062/c:line/m:followers.svg)

- X Week XXXXX +11%
- X Month XXXXX +31%
- X Months XXXXX +196%
- X Year XXXXX +411%

### CreatorRank: XXXXXXX [#](/creator/twitter::9015062/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::9015062/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::9015062/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #1616, [$avgo](/topic/$avgo) #103, [open ai](/topic/open-ai) 3.7%, [$amzn](/topic/$amzn) #838, [amzn](/topic/amzn) 3.7%, [nvda](/topic/nvda) #970, [$amd](/topic/$amd) #297, [$tsm](/topic/$tsm) #70, [$intc](/topic/$intc) #157, [azure](/topic/azure) XXXX%

**Top accounts mentioned or mentioned by**
[@intel](/creator/undefined) [@futureman1977](/creator/undefined) [@xyang2023](/creator/undefined) [@rwang07](/creator/undefined) [@eagletradeviews](/creator/undefined) [@options_legend](/creator/undefined) [@davey_juice](/creator/undefined) [@amd](/creator/undefined) [@aiatmetas](/creator/undefined) [@techmonth](/creator/undefined) [@ayarlabs](/creator/undefined) [@alchiptech](/creator/undefined) [@anushelangovan](/creator/undefined) [@upscaleaiinc](/creator/undefined) [@asmlcompany](/creator/undefined) [@jbhorne](/creator/undefined) [@alexcoffeycs](/creator/undefined) [@schwabnetwork](/creator/undefined) [@chipstrat](/creator/undefined) [@juanilebedev](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Intel Corporation (INTC)](/topic/$intc) [Microsoft Corp. (MSFT)](/topic/$msft) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Oracle Corporation (ORCL)](/topic/$orcl) [Cisco Systems Inc (CSCO)](/topic/$csco) [Juniper Networks, Inc. (JNPR)](/topic/$jnpr) [Metadium (META)](/topic/$meta) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts [#](/creator/twitter::9015062/posts)
---
Top posts by engagements in the last XX hours

"$MSFT Azure continues to outrun $AMZN AWS in the AI datacenter race. The OpenAI partnership gives Azure first access to $NVDA GB300 NVL72 clusters at scale with NVLink scale-up InfiniBand + SHARP scale-out. Frontier AI infra is now a system-level discipline; $MSFT has to rethink power cooling memory networking and software together to pull this off. $MSFT and OpenAI bring out the best in each other"  
[X Link](https://x.com/theaustinlyons/status/1976680917457568052) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-10T16:07Z 2693 followers, 3511 engagements


"OpenAI's Sam Altman and Greg Brockman with Broadcom's Hock Tan and Charlie Kawwas $AVGO 🧵"  
[X Link](https://x.com/theaustinlyons/status/1977736261365350462) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-13T14:00Z 2692 followers, 1824 engagements


"Ian Buck from $NVDA at OCP 🧵"  
[X Link](https://x.com/theaustinlyons/status/1977882552674271292) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-13T23:42Z 2695 followers, 3439 engagements


"MI450 is competitive and 2H26 looking promising for $AMD. $ORCL is shipping 50K MI450 GPUs starting Q3 2026. And OpenAI is deploying 1GW (400K to 500K) MI450 in 2H26"  
[X Link](https://x.com/theaustinlyons/status/1978089738184581230) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-14T13:25Z 2696 followers, XXX engagements


"Mohamed Awad of $ARM at OCP 🧵"  
[X Link](https://x.com/theaustinlyons/status/1978132720204079193) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-14T16:16Z 2697 followers, 1249 engagements


"The Network is the Computer from Ram Velaga of Broadcom. 🧵$AVGO"  
[X Link](https://x.com/theaustinlyons/status/1978137131642945562) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-14T16:33Z 2683 followers, XXX engagements


"TSMC talking to customers customers to double-check demand. Demand checks out. $TSM"  
[X Link](https://x.com/theaustinlyons/status/1978718454938001777) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-16T07:03Z 2694 followers, 5673 engagements


"CEO Brennan highlights another $CRDO AEC opportunity: switch racks replacing chassis. Instead of pricey $CSCO or $JNPR chassis with backplanes $AMZN stacks cheaper white-box switches that are linked by in-rack cables (3m). A perfect fit for $CRDO AECs. $CRDO"  
[X Link](https://x.com/theaustinlyons/status/1966260787946951088) [@theaustinlyons](/creator/x/theaustinlyons) 2025-09-11T22:01Z 2723 followers, XXX engagements


"Why is it big Why is it growing $CRDO AECs started with a focus on NIC ToR. Servers connect to the ToR (Top of Rack) switch via NICs. e.g. AWS Graviton with custom AWS NICs or Nvidia GPUs with ConnectX NICs. Those short high-speed hops were the first place Credo AECs came in. Every chip needs that first hop. Brennan: NIC TOR alone is a huge market. $CRDO $AMZN $NVDA"  
[X Link](https://x.com/theaustinlyons/status/1966508188918030425) [@theaustinlyons](/creator/x/theaustinlyons) 2025-09-12T14:24Z 2723 followers, 1083 engagements


"$ORCLs OCI at OCP 🧵"  
[X Link](https://x.com/theaustinlyons/status/1977886731622830548) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-13T23:58Z 2726 followers, 1930 engagements


"Insane precision from $ASML in this video. Watch from 1:30 onward "Fun fact: the movement of the reticle stage and wafer stage are synced but *light speed has to be taken into account*. The reticle stage needs to move slightly earlier since it can shift more than XXX nanometers in the time between when a photon leaves the reticle and when it reaches the wafer." Sweet video @ASMLcompany keep 'em coming"  
[X Link](https://x.com/theaustinlyons/status/1972745705673674865) [@theaustinlyons](/creator/x/theaustinlyons) 2025-09-29T19:30Z 2781 followers, 73.6K engagements


"The $AVGO partnership isn't just a custom chip but entire rack-scale cluster for reasoning inference per the Broadcom + OpenAI podcast this morning: "Andrew Mayne: So this is going to entail both compute and chip design and scaling out Sam Altman: This is a full system. the vertical integration point is really important. design the whole system all of the stuff about the chip the way we design these racks the networking between them how the algorithms that we're using fit the inference chip itself a lot of other stuff all the way to the end product.""  
[X Link](https://x.com/theaustinlyons/status/1977795942234353757) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-13T17:57Z 2785 followers, 88.7K engagements


"Googles consumer reach is unparalleled. Each of these XX apps from $GOOG serve at least half a billion users; all leverage Gemini"  
[X Link](https://x.com/theaustinlyons/status/1977878361079763385) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-13T23:25Z 2758 followers, XXX engagements


"Saurabh Dighe from $MSFT Azure. 🧵"  
[X Link](https://x.com/theaustinlyons/status/1977900851906641954) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-14T00:54Z 2785 followers, 1693 engagements


"$INTC CTO Sachin Katti at OCP 🧵"  
[X Link](https://x.com/theaustinlyons/status/1978152458913243256) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-14T17:34Z 2781 followers, 3264 engagements


"$META likes big racks. With $AMD MI450 inside"  
[X Link](https://x.com/theaustinlyons/status/1978219086141125029) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-14T21:59Z 2785 followers, 27K engagements


"If theres ever a good time to launch an external foundry its now. Industry demand is high. $INTC"  
[X Link](https://x.com/theaustinlyons/status/1978719082284535956) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-16T07:06Z 2789 followers, 5720 engagements


"$TSM reported yesterday. Revenue is at all time high. Demand is *accelerating*. "Numbers are insane". Arizona buildout pulled forward. What does this mean for $INTC Foundry"  
[X Link](https://x.com/theaustinlyons/status/1979232192808259658) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-17T17:05Z 2785 followers, 7464 engagements


"A lot of attention is given to compute memory and networking in an AI data center. What gets less attention is the design of high capacity storage for AI workloads"  
[X Link](https://x.com/theaustinlyons/status/1980089892676964584) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-20T01:53Z 2788 followers, 23.2K engagements


"Unpacking AI semis: - What TSMCs results tell us about Nvidia - Why the market is reading AI demand wrong - Broadcom's XPU strategy and when XPUs make sense - And where AMD stands now Video below $NVDA $TSM $AVGO $AMD"  
[X Link](https://x.com/theaustinlyons/status/1980347037775458349) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-20T18:55Z 2789 followers, 5750 engagements


"Quick buy up anyone in Michigan with access to power. e.g. $GPUS is struggling but claims they could scale from 28MW up to 300MW: "Hyperscale Data through a subsidiary owns a Michigan data center a 617000 square foot energy-efficient facility that boasts a power capacity of XX megawatts (MW) XX% of which is green energy. The Michigan data center has the ability to scale to XXX MW which would require additional capital and new power agreements with the existing utility company. ACS intends to undertake this expansion subject to timelines and successful completion"  
[X Link](https://x.com/theaustinlyons/status/1980673188586483945) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-21T16:31Z 2790 followers, 1995 engagements


"Not investment advice Just interesting to see the excess power in Michigan and who might have access to it already (bitcoin miners existing datacenters etc)"  
[X Link](https://x.com/theaustinlyons/status/1980675613783400492) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-21T16:40Z 2789 followers, XXX engagements


"Asked Atlas about @chipstrat. It did a great job Damn emdash though"  
[X Link](https://x.com/theaustinlyons/status/1980728900264292534) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-21T20:12Z 2789 followers, XXX engagements


""Chipstrat is a publication and analysis platform by Austin Lyons focused on semiconductors AI infrastructure and the intersection of compute networking and systems strategy. Its published on Substack and read by a high-value audience of semiconductor executives technologists investors and analysts. The name Chipstrat is short for chip strategy and thats what it delivers: interdisciplinary high-clarity thinking about how semiconductor design manufacturing and deployment shape competitive dynamics in AI and computing. Focus areas include: Semiconductors as strategy: How companies like TSMC"  
[X Link](https://x.com/theaustinlyons/status/1980728902520643961) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-21T20:12Z 2789 followers, XXX engagements


"This sounds right. TPU networking is no joke"  
[X Link](https://x.com/theaustinlyons/status/1980752328035643579) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-21T21:45Z 2790 followers, 3453 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.]

@theaustinlyons Avatar @theaustinlyons Austin Lyons

Austin Lyons posts on X about $nvda, $avgo, open ai, $amzn the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXXX -XXXX%
  • X Months XXXXXXX +2,234%
  • X Year XXXXXXX +128,083%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XXXX%
  • X Month XXX +15%
  • X Months XXX +1,052%
  • X Year XXX +7,660%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +11%
  • X Month XXXXX +31%
  • X Months XXXXX +196%
  • X Year XXXXX +411%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX% countries XXXX% cryptocurrencies XXXX%

Social topic influence $nvda #1616, $avgo #103, open ai 3.7%, $amzn #838, amzn 3.7%, nvda #970, $amd #297, $tsm #70, $intc #157, azure XXXX%

Top accounts mentioned or mentioned by @intel @futureman1977 @xyang2023 @rwang07 @eagletradeviews @options_legend @davey_juice @amd @aiatmetas @techmonth @ayarlabs @alchiptech @anushelangovan @upscaleaiinc @asmlcompany @jbhorne @alexcoffeycs @schwabnetwork @chipstrat @juanilebedev

Top assets mentioned NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM) Intel Corporation (INTC) Microsoft Corp. (MSFT) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Alphabet Inc Class A (GOOGL) Oracle Corporation (ORCL) Cisco Systems Inc (CSCO) Juniper Networks, Inc. (JNPR) Metadium (META) Bitcoin (BTC)

Top Social Posts #


Top posts by engagements in the last XX hours

"$MSFT Azure continues to outrun $AMZN AWS in the AI datacenter race. The OpenAI partnership gives Azure first access to $NVDA GB300 NVL72 clusters at scale with NVLink scale-up InfiniBand + SHARP scale-out. Frontier AI infra is now a system-level discipline; $MSFT has to rethink power cooling memory networking and software together to pull this off. $MSFT and OpenAI bring out the best in each other"
X Link @theaustinlyons 2025-10-10T16:07Z 2693 followers, 3511 engagements

"OpenAI's Sam Altman and Greg Brockman with Broadcom's Hock Tan and Charlie Kawwas $AVGO 🧵"
X Link @theaustinlyons 2025-10-13T14:00Z 2692 followers, 1824 engagements

"Ian Buck from $NVDA at OCP 🧵"
X Link @theaustinlyons 2025-10-13T23:42Z 2695 followers, 3439 engagements

"MI450 is competitive and 2H26 looking promising for $AMD. $ORCL is shipping 50K MI450 GPUs starting Q3 2026. And OpenAI is deploying 1GW (400K to 500K) MI450 in 2H26"
X Link @theaustinlyons 2025-10-14T13:25Z 2696 followers, XXX engagements

"Mohamed Awad of $ARM at OCP 🧵"
X Link @theaustinlyons 2025-10-14T16:16Z 2697 followers, 1249 engagements

"The Network is the Computer from Ram Velaga of Broadcom. 🧵$AVGO"
X Link @theaustinlyons 2025-10-14T16:33Z 2683 followers, XXX engagements

"TSMC talking to customers customers to double-check demand. Demand checks out. $TSM"
X Link @theaustinlyons 2025-10-16T07:03Z 2694 followers, 5673 engagements

"CEO Brennan highlights another $CRDO AEC opportunity: switch racks replacing chassis. Instead of pricey $CSCO or $JNPR chassis with backplanes $AMZN stacks cheaper white-box switches that are linked by in-rack cables (3m). A perfect fit for $CRDO AECs. $CRDO"
X Link @theaustinlyons 2025-09-11T22:01Z 2723 followers, XXX engagements

"Why is it big Why is it growing $CRDO AECs started with a focus on NIC ToR. Servers connect to the ToR (Top of Rack) switch via NICs. e.g. AWS Graviton with custom AWS NICs or Nvidia GPUs with ConnectX NICs. Those short high-speed hops were the first place Credo AECs came in. Every chip needs that first hop. Brennan: NIC TOR alone is a huge market. $CRDO $AMZN $NVDA"
X Link @theaustinlyons 2025-09-12T14:24Z 2723 followers, 1083 engagements

"$ORCLs OCI at OCP 🧵"
X Link @theaustinlyons 2025-10-13T23:58Z 2726 followers, 1930 engagements

"Insane precision from $ASML in this video. Watch from 1:30 onward "Fun fact: the movement of the reticle stage and wafer stage are synced but light speed has to be taken into account. The reticle stage needs to move slightly earlier since it can shift more than XXX nanometers in the time between when a photon leaves the reticle and when it reaches the wafer." Sweet video @ASMLcompany keep 'em coming"
X Link @theaustinlyons 2025-09-29T19:30Z 2781 followers, 73.6K engagements

"The $AVGO partnership isn't just a custom chip but entire rack-scale cluster for reasoning inference per the Broadcom + OpenAI podcast this morning: "Andrew Mayne: So this is going to entail both compute and chip design and scaling out Sam Altman: This is a full system. the vertical integration point is really important. design the whole system all of the stuff about the chip the way we design these racks the networking between them how the algorithms that we're using fit the inference chip itself a lot of other stuff all the way to the end product.""
X Link @theaustinlyons 2025-10-13T17:57Z 2785 followers, 88.7K engagements

"Googles consumer reach is unparalleled. Each of these XX apps from $GOOG serve at least half a billion users; all leverage Gemini"
X Link @theaustinlyons 2025-10-13T23:25Z 2758 followers, XXX engagements

"Saurabh Dighe from $MSFT Azure. 🧵"
X Link @theaustinlyons 2025-10-14T00:54Z 2785 followers, 1693 engagements

"$INTC CTO Sachin Katti at OCP 🧵"
X Link @theaustinlyons 2025-10-14T17:34Z 2781 followers, 3264 engagements

"$META likes big racks. With $AMD MI450 inside"
X Link @theaustinlyons 2025-10-14T21:59Z 2785 followers, 27K engagements

"If theres ever a good time to launch an external foundry its now. Industry demand is high. $INTC"
X Link @theaustinlyons 2025-10-16T07:06Z 2789 followers, 5720 engagements

"$TSM reported yesterday. Revenue is at all time high. Demand is accelerating. "Numbers are insane". Arizona buildout pulled forward. What does this mean for $INTC Foundry"
X Link @theaustinlyons 2025-10-17T17:05Z 2785 followers, 7464 engagements

"A lot of attention is given to compute memory and networking in an AI data center. What gets less attention is the design of high capacity storage for AI workloads"
X Link @theaustinlyons 2025-10-20T01:53Z 2788 followers, 23.2K engagements

"Unpacking AI semis: - What TSMCs results tell us about Nvidia - Why the market is reading AI demand wrong - Broadcom's XPU strategy and when XPUs make sense - And where AMD stands now Video below $NVDA $TSM $AVGO $AMD"
X Link @theaustinlyons 2025-10-20T18:55Z 2789 followers, 5750 engagements

"Quick buy up anyone in Michigan with access to power. e.g. $GPUS is struggling but claims they could scale from 28MW up to 300MW: "Hyperscale Data through a subsidiary owns a Michigan data center a 617000 square foot energy-efficient facility that boasts a power capacity of XX megawatts (MW) XX% of which is green energy. The Michigan data center has the ability to scale to XXX MW which would require additional capital and new power agreements with the existing utility company. ACS intends to undertake this expansion subject to timelines and successful completion"
X Link @theaustinlyons 2025-10-21T16:31Z 2790 followers, 1995 engagements

"Not investment advice Just interesting to see the excess power in Michigan and who might have access to it already (bitcoin miners existing datacenters etc)"
X Link @theaustinlyons 2025-10-21T16:40Z 2789 followers, XXX engagements

"Asked Atlas about @chipstrat. It did a great job Damn emdash though"
X Link @theaustinlyons 2025-10-21T20:12Z 2789 followers, XXX engagements

""Chipstrat is a publication and analysis platform by Austin Lyons focused on semiconductors AI infrastructure and the intersection of compute networking and systems strategy. Its published on Substack and read by a high-value audience of semiconductor executives technologists investors and analysts. The name Chipstrat is short for chip strategy and thats what it delivers: interdisciplinary high-clarity thinking about how semiconductor design manufacturing and deployment shape competitive dynamics in AI and computing. Focus areas include: Semiconductors as strategy: How companies like TSMC"
X Link @theaustinlyons 2025-10-21T20:12Z 2789 followers, XXX engagements

"This sounds right. TPU networking is no joke"
X Link @theaustinlyons 2025-10-21T21:45Z 2790 followers, 3453 engagements

@theaustinlyons
/creator/twitter::theaustinlyons