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[@BenBajarin](/creator/twitter/BenBajarin)
"Ouch maybe even Coreweave (thus all the neoclouds) are really just infrastructure landlords (a term I borrowed from @RHouseResearch)"  
[X Link](https://x.com/BenBajarin/status/1978108740445303125) [@BenBajarin](/creator/x/BenBajarin) 2025-10-14T14:40Z 30.5K followers, 34.8K engagements


"If Anthropic prioritizes Google infra over AWS its very telling on AWS AI infra and AWS AI strategy is cooked without Anthropic"  
[X Link](https://x.com/BenBajarin/status/1980764188453883926) [@BenBajarin](/creator/x/BenBajarin) 2025-10-21T22:32Z 30.5K followers, 59.4K engagements


"The real risk for AWS at this point is that they are just a cloud native (general purpose software) CSP and not relevant as a CSP for AI workloads. Their infrastructure is largely built for cloud native and well behind for AI workloads"  
[X Link](https://x.com/BenBajarin/status/1980765865814684045) [@BenBajarin](/creator/x/BenBajarin) 2025-10-21T22:39Z 30.5K followers, 14.9K engagements


"Alchip coming after Marvell's margins"  
[X Link](https://x.com/BenBajarin/status/1961179312230732051) [@BenBajarin](/creator/x/BenBajarin) 2025-08-28T21:29Z 30.4K followers, 1839 engagements


"Via a Dir. at Equinix (data center builder/operator). Power is the scarcity of the mine said picks and axes (compute) are limited by as they mine tokens"  
[X Link](https://x.com/BenBajarin/status/1973813335603949793) [@BenBajarin](/creator/x/BenBajarin) 2025-10-02T18:12Z 30.4K followers, 2310 engagements


"iPhone Air takes good pics"  
[X Link](https://x.com/BenBajarin/status/1976689407458759123) [@BenBajarin](/creator/x/BenBajarin) 2025-10-10T16:40Z 30.4K followers, 2522 engagements


"Ok given a host of supply chain checks Id wager the unit volume for this is roughly 500-700k ASICs"  
[X Link](https://x.com/BenBajarin/status/1977736689956073578) [@BenBajarin](/creator/x/BenBajarin) 2025-10-13T14:02Z 30.4K followers, 5016 engagements


"Another great win for @AMD. Oracle the launch partner for MI455 (Helios) $AMD's rack scale up-scale out solution. Timing 3Q XX and deal probably in the $1.5-2B range of GPU value. Full rack costs higher of course"  
[X Link](https://x.com/BenBajarin/status/1978080438892601699) [@BenBajarin](/creator/x/BenBajarin) 2025-10-14T12:48Z 30.4K followers, 6693 engagements


"While I am confident iPhone Air will be what I choose as my primary I am giving the Pro Max a fair shake for a week or so. Photo via Meta Ray Ban Displays"  
[X Link](https://x.com/BenBajarin/status/1978094798474014758) [@BenBajarin](/creator/x/BenBajarin) 2025-10-14T13:45Z 30.5K followers, 3351 engagements


"Details of the @Intel inference specific data center GPU/ASIC"  
[X Link](https://x.com/BenBajarin/status/1978150101848600748) [@BenBajarin](/creator/x/BenBajarin) 2025-10-14T17:25Z 30.5K followers, 10.3K engagements


"So @MaxWinebach had a good analogy for the Meta Ray Ban Displays in terms of the displays value. Its basically an Apple Watch on your face. Id agree"  
[X Link](https://x.com/BenBajarin/status/1978546488968888696) [@BenBajarin](/creator/x/BenBajarin) 2025-10-15T19:40Z 30.5K followers, 2818 engagements


"Who do you take it away from OpenAI volume or dollars would not even be in the top X of customers for TSMC"  
[X Link](https://x.com/BenBajarin/status/1978902112462397598) [@BenBajarin](/creator/x/BenBajarin) 2025-10-16T19:13Z 30.5K followers, 46.7K engagements


"I'm still team Air"  
[X Link](https://x.com/BenBajarin/status/1979233087293919415) [@BenBajarin](/creator/x/BenBajarin) 2025-10-17T17:08Z 30.5K followers, 27K engagements


"What will sell more Answer includes gen X Apple Vision Pro"  
[X Link](https://x.com/BenBajarin/status/1979312597209092171) [@BenBajarin](/creator/x/BenBajarin) 2025-10-17T22:24Z 30.5K followers, 6506 engagements


"@dylan522p If IT total is 75GW I'm trying to isolate only the hypercalers capacity out of that"  
[X Link](https://x.com/BenBajarin/status/1980380764408803639) [@BenBajarin](/creator/x/BenBajarin) 2025-10-20T21:09Z 30.5K followers, 1427 engagements


"@dylan522p Inside wholesale"  
[X Link](https://x.com/BenBajarin/status/1980385675003457961) [@BenBajarin](/creator/x/BenBajarin) 2025-10-20T21:28Z 30.5K followers, XXX engagements


"@danielapilcoj15 This is from a JP Morgan note"  
[X Link](https://x.com/BenBajarin/status/1980717134142661083) [@BenBajarin](/creator/x/BenBajarin) 2025-10-21T19:25Z 30.5K followers, XX engagements


"@i_madu23 It all lines up when you come at it from the compute angle. The future is software is easily predicted when you understand semiconductor roadmaps"  
[X Link](https://x.com/BenBajarin/status/1980987619841634380) [@BenBajarin](/creator/x/BenBajarin) 2025-10-22T13:20Z 30.5K followers, XX engagements


"Ok so if the mystery 4th Broadcom customer isnt OpenAI then perhaps that $10b customer announce is Apple. Which is would be more a networking IP play for Apple than full blown compute ASIC. $avgo $aapl"  
[X Link](https://x.com/BenBajarin/status/1977742706978730043) [@BenBajarin](/creator/x/BenBajarin) 2025-10-13T14:26Z 30.5K followers, 10.6K engagements


"DC capex could be "comfortably ahead of incremental AI-related revenue expectations for $NVDA/ $AMD/ $AVGO/ $MRVL." $500B in 2026"  
[X Link](https://x.com/BenBajarin/status/1980660026525262272) [@BenBajarin](/creator/x/BenBajarin) 2025-10-21T15:38Z 30.5K followers, 3182 engagements


"@AnalysisOp @JulienTechInvst Honestly it depends on how much you view tranium to be behind and how much a strategic deficit it is they have invested more in that than GPUs. If Tranium is compeitive they are on par with Google in accellerator installed base. If it is not they are a distant third"  
[X Link](https://x.com/BenBajarin/status/1981062505763094946) [@BenBajarin](/creator/x/BenBajarin) 2025-10-22T18:18Z 30.5K followers, XX engagements


"100% agree. In fact most bitcoin minors should just accept this fate as they tried to pivot to AI infra workloads"  
[X Link](https://x.com/BenBajarin/status/1981064343430320311) [@BenBajarin](/creator/x/BenBajarin) 2025-10-22T18:25Z 30.5K followers, 13.3K engagements


"As a student of verticalization I wholeheartedly agree with this view on $CRDO. If you understand the structural advantages to being vertically integrated you understand why $CRDO is so well positioned. Particulaly in a space like AI infra vendors"  
[X Link](https://x.com/BenBajarin/status/1981068289364390138) [@BenBajarin](/creator/x/BenBajarin) 2025-10-22T18:41Z 30.5K followers, 11.2K engagements


"@zippytop71 up X% though People realize they compete more with Alchip than Broadcom and that weighs heavily"  
[X Link](https://x.com/BenBajarin/status/1970938369770430686) [@BenBajarin](/creator/x/BenBajarin) 2025-09-24T19:48Z 30.5K followers, XXX engagements


"Made on the most advanced process technology in the United States by @intel. Happy to finally be able to talk about all we learned last week in AZ Fab XX was the most sophisticated automation Ive ever seen in a fab"  
[X Link](https://x.com/BenBajarin/status/1976288878463156414) [@BenBajarin](/creator/x/BenBajarin) 2025-10-09T14:09Z 30.5K followers, 16.8K engagements


"CleanSpark: X GW power capacity (surpasses Applied Digital IREN TeraWulf). $400M borrowing capacity enables XX MW HPC development. For context: The development of HPC sites is estimated to cost between $XX million and $XX million per MW"  
[X Link](https://x.com/BenBajarin/status/1980349395196604525) [@BenBajarin](/creator/x/BenBajarin) 2025-10-20T19:04Z 30.5K followers, 5248 engagements


"@JulienTechInvst Mostly IMO in terms of investments made. It makes sense they saw cloud software (non AI) early hence the lead with Graviton. But fell behind on AI infra just in terms of installed base of GPUs. Cant lose Anthropic IMO. Honestly worried about tr3 also. Just need more NVIDIA"  
[X Link](https://x.com/BenBajarin/status/1980768216097128620) [@BenBajarin](/creator/x/BenBajarin) 2025-10-21T22:48Z 30.5K followers, XXX engagements


"@MetacriticCap This is the question I guess. How big of a deal is it if they miss out on AI workloads"  
[X Link](https://x.com/BenBajarin/status/1980775532070592921) [@BenBajarin](/creator/x/BenBajarin) 2025-10-21T23:17Z 30.5K followers, XXX engagements


"@RAIRORAPHA Thats why I was clear in the language their AI strategy. Their cloud native CSP stuff is fine. They are at an AI compute deficit"  
[X Link](https://x.com/BenBajarin/status/1981036818070987156) [@BenBajarin](/creator/x/BenBajarin) 2025-10-22T16:35Z 30.5K followers, XX engagements


"@rwang07 @PatrickMoorhead No MTK offers a lot more than Alchip does. Alchip margins are bottom of the barrel and backside only. MTK doing frontside also and Alchip doesnt do that"  
[X Link](https://x.com/BenBajarin/status/1952705039014773236) [@BenBajarin](/creator/x/BenBajarin) 2025-08-05T12:15Z 30.5K followers, 2535 engagements


"$MRVL CEO Matt Murphy is trying to help smooth out the concern around their "lumpiness" in ASICS. Again the concern is that their competition is more Alchip than Broadcom"  
[X Link](https://x.com/BenBajarin/status/1970943716002332861) [@BenBajarin](/creator/x/BenBajarin) 2025-09-24T20:09Z 30.5K followers, 41.1K engagements


"@Arunabh85992578 @insane_analyst The only thing I can see from the comments is that he may have helped smooth out the concern about lumpiness. That and institutions want to believe. But as I keep saying the concern is Alchip not Broadcom"  
[X Link](https://x.com/BenBajarin/status/1970955584787948030) [@BenBajarin](/creator/x/BenBajarin) 2025-09-24T20:56Z 30.5K followers, XXX engagements


"They mystery customer who everyone knew was OpenAI is now officially OpenAI. $AVGO up XX% pre-market"  
[X Link](https://x.com/BenBajarin/status/1977723093817696304) [@BenBajarin](/creator/x/BenBajarin) 2025-10-13T13:08Z 30.5K followers, 15.4K engagements


"Nice call outs for @Meta Oakley and @qualcomm in this very cool defense tech"  
[X Link](https://x.com/BenBajarin/status/1977830816450494585) [@BenBajarin](/creator/x/BenBajarin) 2025-10-13T20:16Z 30.5K followers, 9045 engagements


"More on the transformer delays impacting AI datacenter build outs. Only going to get worse through 2030 This from a engineer at Honeywell"  
[X Link](https://x.com/BenBajarin/status/1978845793176911963) [@BenBajarin](/creator/x/BenBajarin) 2025-10-16T15:29Z 30.5K followers, 39.3K engagements


"@dylan522p Mix of BTS and direct work in progress sure. Mainly I just want to work out what each hyperscaler has in total GW ish. That's the main goal since that then informs a whole slew of other things. If you think share of total GW just for datacenter is off LMK"  
[X Link](https://x.com/BenBajarin/status/1980389555854536809) [@BenBajarin](/creator/x/BenBajarin) 2025-10-20T21:43Z 30.5K followers, XXX engagements


"From the head of NVIDIA strategic alliances. NVIDIA is choosing to run their internal workloads (training company AI workloads) on Coreweave and other Neoclouds. So that is the reason they rent back/or guarantee capacity if there is excess"  
[X Link](https://x.com/BenBajarin/status/1976332657870111067) [@BenBajarin](/creator/x/BenBajarin) 2025-10-09T17:03Z 30.5K followers, 64.4K engagements


"Good insights from the head of HPC and AI infrastcuture compute at Azure on the challenges of building an AI datacenter. Designing a data center is sort of like designing silicon :). Note GPU depreciation point"  
[X Link](https://x.com/BenBajarin/status/1976408109460619620) [@BenBajarin](/creator/x/BenBajarin) 2025-10-09T22:03Z 30.5K followers, 104.8K engagements


"Good points in this Morgan Stanley note on the back of meetings with $NVDA (CEO/CFO). 1: As I've been saying power/land/space/water etc. is the biggest constraint. 2: NVIDIA sees itself as an accellerant for this stage of AI. AND (my words) maybe OpenAI is a hyperscaler"  
[X Link](https://x.com/BenBajarin/status/1976705086073258429) [@BenBajarin](/creator/x/BenBajarin) 2025-10-10T17:43Z 30.5K followers, 131.5K engagements


"NAND we are cooked. Perhaps a memory super-cycle for the ages. $MU"  
[X Link](https://x.com/BenBajarin/status/1977764080409554969) [@BenBajarin](/creator/x/BenBajarin) 2025-10-13T15:51Z 30.5K followers, 35.9K engagements


"My week long experiment with iPhone Pro Max is over as I didnt walk I ran back to the iPhone Air lol. Photo courtesy Meta Ray Ban Display. Also enjoy my dog eating a pup cup"  
[X Link](https://x.com/BenBajarin/status/1979297052627763508) [@BenBajarin](/creator/x/BenBajarin) 2025-10-17T21:22Z 30.5K followers, 11.5K engagements


"This is an interesting chart; however I am not sure I agree with all the assumptions Goldman has made on how they arrived at the workload % for AI workloads. "Currently (as of 3Q25) global market demand for datacenters is approximately XX Gigawatts (GW) comprised of XX% cloud workloads XX% traditional workloads and XX% AI workloads (including both training and inference)""  
[X Link](https://x.com/BenBajarin/status/1980742106051469780) [@BenBajarin](/creator/x/BenBajarin) 2025-10-21T21:04Z 30.5K followers, 2702 engagements


"If this happens it is X years earlier than the prior forecast of $1T in 2030. And whenever this happens the ASP of a semiconductor unit will be nearly $1"  
[X Link](https://x.com/BenBajarin/status/1980746334199247139) [@BenBajarin](/creator/x/BenBajarin) 2025-10-21T21:21Z 30.5K followers, 4835 engagements


"Solid read on what is both a very technical yet highly important and fascinating technical component"  
[X Link](https://x.com/BenBajarin/status/1981122896820129839) [@BenBajarin](/creator/x/BenBajarin) 2025-10-22T22:18Z 30.5K followers, 5465 engagements


"5 year backlog for gas turbines"  
[X Link](https://x.com/BenBajarin/status/1981128941055463600) [@BenBajarin](/creator/x/BenBajarin) 2025-10-22T22:42Z 30.5K followers, 24K engagements