[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.] #  @BenBajarin Ben Bajarin Ben Bajarin posts on X about ai, $googl, $mrvl, future the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::14546264/interactions)  - X Week XXXXXXX -XXXX% - X Month XXXXXXXXX -XXXX% - X Months XXXXXXXXX +730% - X Year XXXXXXXXX +85% ### Mentions: XX [#](/creator/twitter::14546264/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +384% - X Year XXXXX +149% ### Followers: XXXXXX [#](/creator/twitter::14546264/followers)  - X Week XXXXXX +1.10% - X Month XXXXXX +5.70% - X Months XXXXXX +20% - X Year XXXXXX +24% ### CreatorRank: XXXXXXX [#](/creator/twitter::14546264/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #2860 [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXX% [fashion brands](/list/fashion-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [events](/list/events) XXXX% [products](/list/products) XXXX% **Social topic influence** [ai](/topic/ai) 18.18%, [$googl](/topic/$googl) #344, [$mrvl](/topic/$mrvl) #4, [future](/topic/future) 3.41%, [categories](/topic/categories) 3.41%, [asics](/topic/asics) #382, [$7936t](/topic/$7936t) #382, [ceo](/topic/ceo) 3.41%, [bullish](/topic/bullish) 2.27%, [ben](/topic/ben) #242 **Top accounts mentioned or mentioned by** [@saitinerant](/creator/undefined) [@protectworkers_](/creator/undefined) [@marvelltech](/creator/undefined) [@awscloud](/creator/undefined) [@kakashiii111](/creator/undefined) [@grok](/creator/undefined) [@trackingerror1](/creator/undefined) [@celestialaiinc](/creator/undefined) [@0dayshay0](/creator/undefined) [@jonnagap](/creator/undefined) [@justin_halford_](/creator/undefined) [@bill32959492272](/creator/undefined) [@viktorobert](/creator/undefined) [@qwurdilu](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@zippytop71](/creator/undefined) [@google](/creator/undefined) [@lisasu](/creator/undefined) [@leowaldock](/creator/undefined) [@tepingchen](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Morgan Stanley (MS)](/topic/morgan-stanley) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Aditus (ADI)](/topic/$adi) [Fermi Inc. Common Stock (FRMI)](/topic/$frmi) [Electroneum (ETN)](/topic/$etn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [IREN Limited (IREN)](/topic/$iren) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) ### Top Social Posts Top posts by engagements in the last XX hours "Don't sleep on analog's role in AI infra AND where it goes parabolic in robotics. Via $ADI earnings call this AM" [X Link](https://x.com/BenBajarin/status/1993374382933393622) 2025-11-25T17:41Z 33.5K followers, 3683 engagements "I've known @lisasu for many years and I think an important bit of context here is she would not/does not say things like this lightly. I take Lisa's market model/outlook with a lot of gravitas" [X Link](https://x.com/BenBajarin/status/1991719508323791206) 2025-11-21T04:05Z 33.4K followers, 52.1K engagements "Image via nano banana for exaggeration but you get the point :) Copper for days in future AI compute trays" [X Link](https://x.com/BenBajarin/status/1997026277208072660) 2025-12-05T19:32Z 33.3K followers, 6722 engagements "The shift to liquid cooling is a key driver of new data center builds since retrofitting existing is tricky. Compute clusters will be all liquid going forward. "We highlight Envicool Vertiv Delta Electronics Trane Technologies Schneider & Gates as key beneficiaries."" [X Link](https://x.com/BenBajarin/status/1981400999148605746) 2025-10-23T16:43Z 33.4K followers, 8328 engagements "Fed Gemini my sheet (we run @creativestrat on Workspace) and it made this chart in less than a minute. Also the below visual is why so many sell-siders just initiated on $FRMI Future homes of AI compute" [X Link](https://x.com/BenBajarin/status/1990867146520322277) 2025-11-18T19:38Z 33.4K followers, 7275 engagements "This is a good call out from $CRDO Bill Brennan as it addresses the concern of investors that they are too reliant just on AECs. They have ALCs and optical in the portfolio and will continue going full-stack in all categories. AI Networking boom going boom" [X Link](https://x.com/BenBajarin/status/1995625946393837648) 2025-12-01T22:47Z 33.4K followers, 7683 engagements "Some key points on AI datacenter from the $ETN session at UBS tech conference. Eaton competes with Vertiv and Schneider to a degree in DC cooling. Customer backlogs of XXX GW" [X Link](https://x.com/BenBajarin/status/1995936937858007240) 2025-12-02T19:23Z 33.4K followers, 24.5K engagements "More additional fun with theoreticals adding AMD. Merchant will outperform custom ASICs will be more efficient and less $$. But what matters is how these get clustered into super pods not just per rack performance. Either way fun competition" [X Link](https://x.com/BenBajarin/status/1995968242180129131) 2025-12-02T21:28Z 33.4K followers, 7817 engagements "Money right here from @awscloud when it comes to custom silicon. Not just first for Amazon but first of any hyperscaler to have the XPU CPU and DPU all custom on the same board. I expect Google to do the same. Also great showcase for @Arm both in CPU and DPU" [X Link](https://x.com/BenBajarin/status/1996662253022859562) 2025-12-04T19:25Z 33.4K followers, 5643 engagements "A lot of goodness going full custom Arm CPU head node for custom ASICs but Im also very interested in the role Arm based DPU plays (as it will be critical) for these super clusters of accelerator pods" [X Link](https://x.com/BenBajarin/status/1997020979185565803) 2025-12-05T19:11Z 33.4K followers, 5617 engagements "The other interesting angle to this substrate demand is bigger more powerful AI chips need thicker (more layers) substrate boards. This from a JPM note on Unimicron" [X Link](https://x.com/BenBajarin/status/1997392033560809757) 2025-12-06T19:45Z 33.4K followers, 3811 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) 2025-09-24T20:09Z 33.5K followers, 41.4K engagements "Its just incredible to me $NVDA can so confidently say they will make over $350b in 2026" [X Link](https://x.com/BenBajarin/status/1991275103167103349) 2025-11-19T22:39Z 33.5K followers, 38.9K engagements "Zero-sum thinking will get you cooked. We gotta fill 100+ GW of capacity with AI accelerators/racks/super pods. This will be a $700B (at least) TAM by 2030 if TSMC can ramp capacity and people are smart and use Intel as well to meet ROBUST demand. Below from UBS" [X Link](https://x.com/BenBajarin/status/1993360196719268107) 2025-11-25T16:44Z 33.5K followers, 18.9K engagements "Via supply chain visibility only taking our industry simulator for these two categories out to 2028. Will share all semi components with an udpate later. Just to reinforce the point given the GPU vs. custom silicon debate welcome to the semi's gigacycle" [X Link](https://x.com/BenBajarin/status/1994820108112597470) 2025-11-29T17:25Z 33.5K followers, 4807 engagements "Morgan Stanley updating their Gen AI power shortfall to XX GW up from XX GW. Key point noting the BTC miners as one of the primary ways to help alleviate this shortfall. Via neocloud or GPU REIT model. All of which we have done the pros and cons of in our analysis" [X Link](https://x.com/BenBajarin/status/1995527564866289783) 2025-12-01T16:17Z 33.5K followers, 17.8K engagements "On the eve of AWS re:invent it is worth noting Inferentia is likely dead or on the way out and Tranium is the main AI ASIC going forward. Unfortuante branding but Tranium is essentailly AWS TPU for lack of a better analogy and name. BIG hill to climb for AWS with custom ASIC" [X Link](https://x.com/BenBajarin/status/1995534537808556371) 2025-12-01T16:44Z 33.5K followers, 6318 engagements "This is fair. Also why I'd favor Azure and GCP in this scenario and note this would impact neoclouds like $CRWV $NBIS" [X Link](https://x.com/BenBajarin/status/1995554693872046181) 2025-12-01T18:04Z 33.5K followers, 4341 engagements "This is a point from $CRDO CEO Bill Brennan on the leading edge. I've been emphasizing this for over a year. It will be the only thing holding back the most bullish forecasts for GPUs/ASICs in $$ over the next five years" [X Link](https://x.com/BenBajarin/status/1995624269850800623) 2025-12-01T22:41Z 33.5K followers, 20.3K engagements "Good and consistent with all we hear commentary from Crusoe on AI datacenter demand pipeline being strong and labor shortages power remaining key bottlenecks. Modular (cut and paste) designs will be key for more inference DCs 15-20 mw range. Via UBS Tech conference" [X Link](https://x.com/BenBajarin/status/1996606483790987677) 2025-12-04T15:44Z 33.5K followers, 2569 engagements "This should be a bit concerning. Others are paying much less per MW and when you are largely a GPU landlord you need to be able to manage the best costs all around. Yes costs are rising we see it other DC infra builders but not to this extent" [X Link](https://x.com/BenBajarin/status/1996614045877805340) 2025-12-04T16:14Z 33.5K followers, 12.6K engagements "This is commentary from Lightmatter is what's coming next for AI infra largely enabled by photonics. True scale-out so 100000s to millions of GPU/XPU working as one will change the game. TPUs are the best at this with a TPU super pod being 9216 chips acting as one" [X Link](https://x.com/BenBajarin/status/1996615911672098901) 2025-12-04T16:21Z 33.5K followers, 7442 engagements "Amazons custom silicon part where they are a leader now 5th gen. Also great for the $arm cloud CPU ecosystem" [X Link](https://x.com/BenBajarin/status/1996645425336799262) 2025-12-04T18:18Z 33.5K followers, 16.1K engagements "So the latest Apple iPhone Pro commercial is essentailly purely on the A19 Pro. Talks about the vapor chamber allowing it to push its limits and thencalls out "capable of processing XX trillion COMPLEX tasks a second." That XX trillion is their TOPS number" [X Link](https://x.com/BenBajarin/status/1997366078327193857) 2025-12-06T18:02Z 33.5K followers, 4653 engagements "Be weary of semiconductor industry tourists. This space is hard to cover for a reason" [X Link](https://x.com/BenBajarin/status/1997851047130533912) 2025-12-08T02:09Z 33.5K followers, 43.8K engagements "I knew it was a lot but its interesting to see in my Whoop year in review" [X Link](https://x.com/BenBajarin/status/1998261133787230581) 2025-12-09T05:19Z 33.5K followers, 2387 engagements "HSBC on $AVGO Very much agree. And I understand the doubt for $MRVL but I do think they are positioning themselves better for this trend and Celestial AI should help over the long haul" [X Link](https://x.com/BenBajarin/status/1998426321744240932) 2025-12-09T16:15Z 33.5K followers, 5888 engagements "My gut this is directionally right but just understanding the technical power and packaging challenges with this its wild to see as a roadmap. Some MONSTER chip sizes coming. Long live advanced packaging" [X Link](https://x.com/BenBajarin/status/1998459868068381182) 2025-12-09T18:28Z 33.5K followers, 35.7K engagements "@trackingerror1 @MarvellTech Can't unfortunately not streamed" [X Link](https://x.com/BenBajarin/status/1998466772454822020) 2025-12-09T18:56Z 33.5K followers, XXX engagements "After a long day with @MarvellTech the @CelestialAIinc acquistion is a great fit and will benefit $MRVL greatly as I/O high speed networking become table stakes for AI accellerator super clusters. Marvell has a "your margins are my opportunity" situation with Broadcom" [X Link](https://x.com/BenBajarin/status/1998534761011437646) 2025-12-09T23:26Z 33.5K followers, 7343 engagements "@0dayshay0 @MarvellTech @CelestialAIinc Also where I think it turns is yes the margins Broadcom takes but also the custom guys are incentivized to shift to more customer-owned tooling where they bring more of the design. Broadcom doesn't want its lower margin" [X Link](https://x.com/BenBajarin/status/1998544700706533770) 2025-12-10T00:06Z 33.4K followers, XXX engagements "Huge difference in why people use Alchip vs Marvell and MTKs pitch will be the same as a Marvell but behind in Serdes and some optical XPU attach. Most customers dont have all the IP but the trend will be to more customer owned design like what Amazon does. This trend doesnt favor Broadcom" [X Link](https://x.com/BenBajarin/status/1998554639080501422) 2025-12-10T00:45Z 33.5K followers, XXX engagements "Tranium was not co designed. Its sucking is amazons fault not Marvell. They brought the whole design and just used networking attach. The XPU sucking and their DPU not being great is Amazons issue. Google is absolutely moving to COT hence the win by MTK. As I said that trend doesnt favor Broadcom" [X Link](https://x.com/BenBajarin/status/1998555456353227047) 2025-12-10T00:48Z 33.5K followers, XX engagements "Friends who are in the know on datacenter networking. What do you think when I say scale up networking What does that mean to you Doing a little research on taxonomy" [X Link](https://x.com/BenBajarin/status/1998575904075968644) 2025-12-10T02:10Z 33.5K followers, 5863 engagements "Incorrect because they don't give these specifics nor will they technically confrim the customer. Again I know what Amazon is bringing in the design and what they use Alchip for so I have no doubt its just XPU attach. It also explains what we can derive as content $$ revenues to Marvell and why its been lumpy. Given the arch of our analyst day with them yesterday and the focus on attach/IO there is zero doubt in my mind for Amazon. Microsoft will be more dollars/margin to them" [X Link](https://x.com/BenBajarin/status/1998790951742091396) 2025-12-10T16:24Z 33.5K followers, XXX engagements "They are not using it as two categories that is me adding commentary to how I interpret them emphasizing the value they bring to XPUs as in IO/networking etc. They can do the whole thing and will for MSFT. XPU is XPU and there are many layers to it and numerous design partners IP contributors etc. I would not look at this as two categories you have to look at the whole menu or all the ingredients they have and in some cases they only contribute a few ingredients and in others they contribute more" [X Link](https://x.com/BenBajarin/status/1998797873673286085) 2025-12-10T16:52Z 33.5K followers, XX engagements "This is what I was saying about TPUs being XX% of Broadcom custom revenue and what will happen if/when Google does more customer owned tooling as is detailed below" [X Link](https://x.com/BenBajarin/status/1998845373453054201) 2025-12-10T20:00Z 33.5K followers, 31.6K engagements "@jonnagap Amazon already does this" [X Link](https://x.com/BenBajarin/status/1998862939076579444) 2025-12-10T21:10Z 33.5K followers, XXX engagements "It will be very interesting as Intel gets more custom ASIC wafers/packaging if they can cut out some middlemen with this design service. I'd add Alchip to the list of those whose models fit what Intel can absorb internally. Ultimately this will help a customer's margins" [X Link](https://x.com/BenBajarin/status/1998876023715439032) 2025-12-10T22:02Z 33.5K followers, 12.8K engagements "Oracle shouldnt talk like a REIT lol. Definitely not going to help their valuation" [X Link](https://x.com/BenBajarin/status/1998928033105981727) 2025-12-11T01:29Z 33.5K followers, 4958 engagements "Good deep dive on Asia tour and customer conversations from Morgan Stanley. "customers biggest anxiety for the next XX months is their ability to procure enough NVIDIA product generally and Vera Rubin specifically"" [X Link](https://x.com/BenBajarin/status/1995517638848782536) 2025-12-01T15:37Z 33.5K followers, 402.1K engagements "Full summary of $CRWV session at UBS Tech conference. A lot of insightful nuggets here and some nuance but I have a hunch @CoreWeave is going to have a healthy 2026 revenue-wise" [X Link](https://x.com/BenBajarin/status/1996608164607971465) 2025-12-04T15:50Z 33.5K followers, 46.4K engagements "Will be getting as much detail as I can at Marvell analyst day tomorrow but this from JPM on the custom business seems confident. $mrvl" [X Link](https://x.com/BenBajarin/status/1998090251815006231) 2025-12-08T18:00Z 33.5K followers, 13.8K engagements "More custom HBM on GPUs but also custom XPUs is inevitable and @MarvellTech showcasing some innovations on their end for this trend" [X Link](https://x.com/BenBajarin/status/1998457964680684025) 2025-12-09T18:21Z 33.5K followers, 8491 engagements "@SaItinerant @erennyager Safe to assume mostly attach again because Amazon is a COT customer so they are brining the XPU design not using Marvell for that. Alchip just baking it in the oven. MAIA X is a XPU + more design for them so next year will be telling" [X Link](https://x.com/BenBajarin/status/1998788557755056435) 2025-12-10T16:15Z 33.5K followers, XXX engagements "That's a lot of fiber miles Data center scale across (networking data centers across locations to function as one compute unit) is going to be fun to watch" [X Link](https://x.com/BenBajarin/status/1998796779907875314) 2025-12-10T16:47Z 33.5K followers, 13.7K engagements "On the eve of $AVGO earnings I just wanted to point out that TPUs are XX% of their custom XPU dollars. This is not in jeopardy of going anywhere through 2028 at least. However lord forbid Google ever decides to go deeper into customer-owned tooling" [X Link](https://x.com/BenBajarin/status/1998811855381475650) 2025-12-10T17:47Z 33.5K followers, 18K engagements "@edzitron How is Coreweave's credit rating" [X Link](https://x.com/BenBajarin/status/1998972480183316636) 2025-12-11T04:25Z 33.5K followers, XXX engagements "At this point the conversation is still on largely training data centers (some multi-purpose) but I've been looking more at inference specific trends where they need to be closer to dense populations and can be more 15-20mw ranges. Latency is the driver of this trend" [X Link](https://x.com/BenBajarin/status/1999140225826820537) 2025-12-11T15:32Z 33.5K followers, 1008 engagements
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@BenBajarin Ben Bajarin
Ben Bajarin posts on X about ai, $googl, $mrvl, future the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XXXX%
- X Month XXXXXXXXX -XXXX%
- X Months XXXXXXXXX +730%
- X Year XXXXXXXXX +85%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +384%
- X Year XXXXX +149%
Followers: XXXXXX #
- X Week XXXXXX +1.10%
- X Month XXXXXX +5.70%
- X Months XXXXXX +20%
- X Year XXXXXX +24%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks #2860 technology brands XXXXX% finance XXXX% fashion brands XXXX% cryptocurrencies XXXX% events XXXX% products XXXX%
Social topic influence ai 18.18%, $googl #344, $mrvl #4, future 3.41%, categories 3.41%, asics #382, $7936t #382, ceo 3.41%, bullish 2.27%, ben #242
Top accounts mentioned or mentioned by @saitinerant @protectworkers_ @marvelltech @awscloud @kakashiii111 @grok @trackingerror1 @celestialaiinc @0dayshay0 @jonnagap @justin_halford_ @bill32959492272 @viktorobert @qwurdilu @jiahanjimliu @zippytop71 @google @lisasu @leowaldock @tepingchen
Top assets mentioned Alphabet Inc Class A (GOOGL) Marvell Technology Inc (MRVL) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Morgan Stanley (MS) CoreWeave, Inc. (CRWV) Broadcom, Inc. (AVGO) Aditus (ADI) Fermi Inc. Common Stock (FRMI) Electroneum (ETN) NVIDIA Corp. (NVDA) Nebius Group N.V. Class A Ordinary Shares (NBIS) IREN Limited (IREN) HSBC Holdings PLC (HSBC)
Top Social Posts
Top posts by engagements in the last XX hours
"Don't sleep on analog's role in AI infra AND where it goes parabolic in robotics. Via $ADI earnings call this AM"
X Link 2025-11-25T17:41Z 33.5K followers, 3683 engagements
"I've known @lisasu for many years and I think an important bit of context here is she would not/does not say things like this lightly. I take Lisa's market model/outlook with a lot of gravitas"
X Link 2025-11-21T04:05Z 33.4K followers, 52.1K engagements
"Image via nano banana for exaggeration but you get the point :) Copper for days in future AI compute trays"
X Link 2025-12-05T19:32Z 33.3K followers, 6722 engagements
"The shift to liquid cooling is a key driver of new data center builds since retrofitting existing is tricky. Compute clusters will be all liquid going forward. "We highlight Envicool Vertiv Delta Electronics Trane Technologies Schneider & Gates as key beneficiaries.""
X Link 2025-10-23T16:43Z 33.4K followers, 8328 engagements
"Fed Gemini my sheet (we run @creativestrat on Workspace) and it made this chart in less than a minute. Also the below visual is why so many sell-siders just initiated on $FRMI Future homes of AI compute"
X Link 2025-11-18T19:38Z 33.4K followers, 7275 engagements
"This is a good call out from $CRDO Bill Brennan as it addresses the concern of investors that they are too reliant just on AECs. They have ALCs and optical in the portfolio and will continue going full-stack in all categories. AI Networking boom going boom"
X Link 2025-12-01T22:47Z 33.4K followers, 7683 engagements
"Some key points on AI datacenter from the $ETN session at UBS tech conference. Eaton competes with Vertiv and Schneider to a degree in DC cooling. Customer backlogs of XXX GW"
X Link 2025-12-02T19:23Z 33.4K followers, 24.5K engagements
"More additional fun with theoreticals adding AMD. Merchant will outperform custom ASICs will be more efficient and less $$. But what matters is how these get clustered into super pods not just per rack performance. Either way fun competition"
X Link 2025-12-02T21:28Z 33.4K followers, 7817 engagements
"Money right here from @awscloud when it comes to custom silicon. Not just first for Amazon but first of any hyperscaler to have the XPU CPU and DPU all custom on the same board. I expect Google to do the same. Also great showcase for @Arm both in CPU and DPU"
X Link 2025-12-04T19:25Z 33.4K followers, 5643 engagements
"A lot of goodness going full custom Arm CPU head node for custom ASICs but Im also very interested in the role Arm based DPU plays (as it will be critical) for these super clusters of accelerator pods"
X Link 2025-12-05T19:11Z 33.4K followers, 5617 engagements
"The other interesting angle to this substrate demand is bigger more powerful AI chips need thicker (more layers) substrate boards. This from a JPM note on Unimicron"
X Link 2025-12-06T19:45Z 33.4K followers, 3811 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 2025-09-24T20:09Z 33.5K followers, 41.4K engagements
"Its just incredible to me $NVDA can so confidently say they will make over $350b in 2026"
X Link 2025-11-19T22:39Z 33.5K followers, 38.9K engagements
"Zero-sum thinking will get you cooked. We gotta fill 100+ GW of capacity with AI accelerators/racks/super pods. This will be a $700B (at least) TAM by 2030 if TSMC can ramp capacity and people are smart and use Intel as well to meet ROBUST demand. Below from UBS"
X Link 2025-11-25T16:44Z 33.5K followers, 18.9K engagements
"Via supply chain visibility only taking our industry simulator for these two categories out to 2028. Will share all semi components with an udpate later. Just to reinforce the point given the GPU vs. custom silicon debate welcome to the semi's gigacycle"
X Link 2025-11-29T17:25Z 33.5K followers, 4807 engagements
"Morgan Stanley updating their Gen AI power shortfall to XX GW up from XX GW. Key point noting the BTC miners as one of the primary ways to help alleviate this shortfall. Via neocloud or GPU REIT model. All of which we have done the pros and cons of in our analysis"
X Link 2025-12-01T16:17Z 33.5K followers, 17.8K engagements
"On the eve of AWS re:invent it is worth noting Inferentia is likely dead or on the way out and Tranium is the main AI ASIC going forward. Unfortuante branding but Tranium is essentailly AWS TPU for lack of a better analogy and name. BIG hill to climb for AWS with custom ASIC"
X Link 2025-12-01T16:44Z 33.5K followers, 6318 engagements
"This is fair. Also why I'd favor Azure and GCP in this scenario and note this would impact neoclouds like $CRWV $NBIS"
X Link 2025-12-01T18:04Z 33.5K followers, 4341 engagements
"This is a point from $CRDO CEO Bill Brennan on the leading edge. I've been emphasizing this for over a year. It will be the only thing holding back the most bullish forecasts for GPUs/ASICs in $$ over the next five years"
X Link 2025-12-01T22:41Z 33.5K followers, 20.3K engagements
"Good and consistent with all we hear commentary from Crusoe on AI datacenter demand pipeline being strong and labor shortages power remaining key bottlenecks. Modular (cut and paste) designs will be key for more inference DCs 15-20 mw range. Via UBS Tech conference"
X Link 2025-12-04T15:44Z 33.5K followers, 2569 engagements
"This should be a bit concerning. Others are paying much less per MW and when you are largely a GPU landlord you need to be able to manage the best costs all around. Yes costs are rising we see it other DC infra builders but not to this extent"
X Link 2025-12-04T16:14Z 33.5K followers, 12.6K engagements
"This is commentary from Lightmatter is what's coming next for AI infra largely enabled by photonics. True scale-out so 100000s to millions of GPU/XPU working as one will change the game. TPUs are the best at this with a TPU super pod being 9216 chips acting as one"
X Link 2025-12-04T16:21Z 33.5K followers, 7442 engagements
"Amazons custom silicon part where they are a leader now 5th gen. Also great for the $arm cloud CPU ecosystem"
X Link 2025-12-04T18:18Z 33.5K followers, 16.1K engagements
"So the latest Apple iPhone Pro commercial is essentailly purely on the A19 Pro. Talks about the vapor chamber allowing it to push its limits and thencalls out "capable of processing XX trillion COMPLEX tasks a second." That XX trillion is their TOPS number"
X Link 2025-12-06T18:02Z 33.5K followers, 4653 engagements
"Be weary of semiconductor industry tourists. This space is hard to cover for a reason"
X Link 2025-12-08T02:09Z 33.5K followers, 43.8K engagements
"I knew it was a lot but its interesting to see in my Whoop year in review"
X Link 2025-12-09T05:19Z 33.5K followers, 2387 engagements
"HSBC on $AVGO Very much agree. And I understand the doubt for $MRVL but I do think they are positioning themselves better for this trend and Celestial AI should help over the long haul"
X Link 2025-12-09T16:15Z 33.5K followers, 5888 engagements
"My gut this is directionally right but just understanding the technical power and packaging challenges with this its wild to see as a roadmap. Some MONSTER chip sizes coming. Long live advanced packaging"
X Link 2025-12-09T18:28Z 33.5K followers, 35.7K engagements
"@trackingerror1 @MarvellTech Can't unfortunately not streamed"
X Link 2025-12-09T18:56Z 33.5K followers, XXX engagements
"After a long day with @MarvellTech the @CelestialAIinc acquistion is a great fit and will benefit $MRVL greatly as I/O high speed networking become table stakes for AI accellerator super clusters. Marvell has a "your margins are my opportunity" situation with Broadcom"
X Link 2025-12-09T23:26Z 33.5K followers, 7343 engagements
"@0dayshay0 @MarvellTech @CelestialAIinc Also where I think it turns is yes the margins Broadcom takes but also the custom guys are incentivized to shift to more customer-owned tooling where they bring more of the design. Broadcom doesn't want its lower margin"
X Link 2025-12-10T00:06Z 33.4K followers, XXX engagements
"Huge difference in why people use Alchip vs Marvell and MTKs pitch will be the same as a Marvell but behind in Serdes and some optical XPU attach. Most customers dont have all the IP but the trend will be to more customer owned design like what Amazon does. This trend doesnt favor Broadcom"
X Link 2025-12-10T00:45Z 33.5K followers, XXX engagements
"Tranium was not co designed. Its sucking is amazons fault not Marvell. They brought the whole design and just used networking attach. The XPU sucking and their DPU not being great is Amazons issue. Google is absolutely moving to COT hence the win by MTK. As I said that trend doesnt favor Broadcom"
X Link 2025-12-10T00:48Z 33.5K followers, XX engagements
"Friends who are in the know on datacenter networking. What do you think when I say scale up networking What does that mean to you Doing a little research on taxonomy"
X Link 2025-12-10T02:10Z 33.5K followers, 5863 engagements
"Incorrect because they don't give these specifics nor will they technically confrim the customer. Again I know what Amazon is bringing in the design and what they use Alchip for so I have no doubt its just XPU attach. It also explains what we can derive as content $$ revenues to Marvell and why its been lumpy. Given the arch of our analyst day with them yesterday and the focus on attach/IO there is zero doubt in my mind for Amazon. Microsoft will be more dollars/margin to them"
X Link 2025-12-10T16:24Z 33.5K followers, XXX engagements
"They are not using it as two categories that is me adding commentary to how I interpret them emphasizing the value they bring to XPUs as in IO/networking etc. They can do the whole thing and will for MSFT. XPU is XPU and there are many layers to it and numerous design partners IP contributors etc. I would not look at this as two categories you have to look at the whole menu or all the ingredients they have and in some cases they only contribute a few ingredients and in others they contribute more"
X Link 2025-12-10T16:52Z 33.5K followers, XX engagements
"This is what I was saying about TPUs being XX% of Broadcom custom revenue and what will happen if/when Google does more customer owned tooling as is detailed below"
X Link 2025-12-10T20:00Z 33.5K followers, 31.6K engagements
"@jonnagap Amazon already does this"
X Link 2025-12-10T21:10Z 33.5K followers, XXX engagements
"It will be very interesting as Intel gets more custom ASIC wafers/packaging if they can cut out some middlemen with this design service. I'd add Alchip to the list of those whose models fit what Intel can absorb internally. Ultimately this will help a customer's margins"
X Link 2025-12-10T22:02Z 33.5K followers, 12.8K engagements
"Oracle shouldnt talk like a REIT lol. Definitely not going to help their valuation"
X Link 2025-12-11T01:29Z 33.5K followers, 4958 engagements
"Good deep dive on Asia tour and customer conversations from Morgan Stanley. "customers biggest anxiety for the next XX months is their ability to procure enough NVIDIA product generally and Vera Rubin specifically""
X Link 2025-12-01T15:37Z 33.5K followers, 402.1K engagements
"Full summary of $CRWV session at UBS Tech conference. A lot of insightful nuggets here and some nuance but I have a hunch @CoreWeave is going to have a healthy 2026 revenue-wise"
X Link 2025-12-04T15:50Z 33.5K followers, 46.4K engagements
"Will be getting as much detail as I can at Marvell analyst day tomorrow but this from JPM on the custom business seems confident. $mrvl"
X Link 2025-12-08T18:00Z 33.5K followers, 13.8K engagements
"More custom HBM on GPUs but also custom XPUs is inevitable and @MarvellTech showcasing some innovations on their end for this trend"
X Link 2025-12-09T18:21Z 33.5K followers, 8491 engagements
"@SaItinerant @erennyager Safe to assume mostly attach again because Amazon is a COT customer so they are brining the XPU design not using Marvell for that. Alchip just baking it in the oven. MAIA X is a XPU + more design for them so next year will be telling"
X Link 2025-12-10T16:15Z 33.5K followers, XXX engagements
"That's a lot of fiber miles Data center scale across (networking data centers across locations to function as one compute unit) is going to be fun to watch"
X Link 2025-12-10T16:47Z 33.5K followers, 13.7K engagements
"On the eve of $AVGO earnings I just wanted to point out that TPUs are XX% of their custom XPU dollars. This is not in jeopardy of going anywhere through 2028 at least. However lord forbid Google ever decides to go deeper into customer-owned tooling"
X Link 2025-12-10T17:47Z 33.5K followers, 18K engagements
"@edzitron How is Coreweave's credit rating"
X Link 2025-12-11T04:25Z 33.5K followers, XXX engagements
"At this point the conversation is still on largely training data centers (some multi-purpose) but I've been looking more at inference specific trends where they need to be closer to dense populations and can be more 15-20mw ranges. Latency is the driver of this trend"
X Link 2025-12-11T15:32Z 33.5K followers, 1008 engagements