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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, $amd, $intc, $amzn the most. They currently have XXXXX followers and XXX 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 XXXXXXX +226%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXX +2,199%
- X Year XXXXXXX +126,165%

### 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 +156%
- X Month XXX +14%
- X Months XXX +1,052%
- X Year XXX +7,640%

### 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 +12%
- X Month XXXXX +28%
- X Months XXXXX +189%
- X Year XXXXX +396%

### CreatorRank: XXXXXXXXX [#](/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%

**Social topic influence**
[$nvda](/topic/$nvda) #2341, [$amd](/topic/$amd) #432, [$intc](/topic/$intc) #144, [$amzn](/topic/$amzn) #570, [open ai](/topic/open-ai) 2.88%, [$tsm](/topic/$tsm) #104, [$avgo](/topic/$avgo) #37, [$crdo](/topic/$crdo) #103, [nvda](/topic/nvda) #712, [amzn](/topic/amzn) XXXX%

**Top accounts mentioned or mentioned by**
[@intel](/creator/undefined) [@amd](/creator/undefined) [@synopsys](/creator/undefined) [@openai](/creator/undefined) [@cadence](/creator/undefined) [@danielapilcoj15](/creator/undefined) [@apple](/creator/undefined) [@rivian](/creator/undefined) [@nvidia](/creator/undefined) [@microntech](/creator/undefined) [@sama](/creator/undefined) [@microsoft](/creator/undefined) [@siemens](/creator/undefined) [@xyang2023](/creator/undefined) [@futureman1977](/creator/undefined) [@rwang07](/creator/undefined) [@chyang888](/creator/undefined) [@micron](/creator/undefined) [@dell](/creator/undefined) [@jaygoldberg](/creator/undefined)

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

"$META likes big racks. With $AMD MI450 inside"  
[X Link](https://x.com/theaustinlyons/status/1978219086141125029) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-14T21:59Z 2671 followers, 26.7K 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 2671 followers, 5597 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 2646 followers, 1082 engagements


"Then Brennan highlighted another early $CRDO AEC opportunity: switch racks replacing chassis. Instead of pricey $CSCO $JNPR chassis with backplanes companies like $AMZN stack cheaper switches linked by in-rack cables (3m). Short cables A perfect fit for $CRDO AECs"  
[X Link](https://x.com/theaustinlyons/status/1966510099159007721) [@theaustinlyons](/creator/x/theaustinlyons) 2025-09-12T14:31Z 2647 followers, 1264 engagements


"$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 2639 followers, 3508 engagements


"Ian Buck from $NVDA at OCP 🧵"  
[X Link](https://x.com/theaustinlyons/status/1977882552674271292) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-13T23:42Z 2630 followers, 3428 engagements


"$ORCLs OCI at OCP 🧵"  
[X Link](https://x.com/theaustinlyons/status/1977886731622830548) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-13T23:58Z 2631 followers, 1867 engagements


"Saurabh Dighe from $MSFT Azure. 🧵"  
[X Link](https://x.com/theaustinlyons/status/1977900851906641954) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-14T00:54Z 2626 followers, 1564 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 2625 followers, 5641 engagements


"AI workload diversity demands different infra needs. $MRVL XPU/XPU attach silicon can help. AWS Trainium2 as an example. Marvells customer base business model differentiation and risks"  
[X Link](https://x.com/theaustinlyons/status/1975905609074811390) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-08T12:46Z 2614 followers, 2929 engagements


"GenAI workloads place very different demands on infrastructure. GPUs can handle them all but at hyperscaler scale it often pays to tune the hardware to each workloads shape. Thats where $MRVL's custom AI silicon comes in"  
[X Link](https://x.com/theaustinlyons/status/1975910169268854838) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-08T13:04Z 2623 followers, 9534 engagements


"The benefit of vertical integration for $GOOG and its TPU-based datacenters + AI software stack"  
[X Link](https://x.com/theaustinlyons/status/1977879317565845562) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-13T23:29Z 2622 followers, 3575 engagements


"Last slide before AMD comes up. Was this planned Sounds like @AnushElangovan"  
[X Link](https://x.com/theaustinlyons/status/1977891272791597426) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-14T00:16Z 2614 followers, 11.1K 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 2624 followers, XXX engagements


"ESUN vs UALink WHY NOT BOTH says @upscale_ai_inc Sick logo btw"  
[X Link](https://x.com/theaustinlyons/status/1978529536846295080) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-15T18:32Z 2613 followers, 1756 engagements


"@rwang07 lol yeah ChatGPT whipped that up and went with like a very intense big brother vibe for some reason. But I dig it so rolled with it 🤣. 👁"  
[X Link](https://x.com/theaustinlyons/status/1979234257840017623) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-17T17:13Z 2624 followers, XXX 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 2668 followers, 73.3K 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 2670 followers, 88.3K 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 2666 followers, XXX engagements


"$INTC CTO Sachin Katti at OCP 🧵"  
[X Link](https://x.com/theaustinlyons/status/1978152458913243256) [@theaustinlyons](/creator/x/theaustinlyons) 2025-10-14T17:34Z 2671 followers, 3152 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 2672 followers, 7315 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 2672 followers, 2200 engagements