[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.]  Daniel Newman [@danielnewmanUV](/creator/twitter/danielnewmanUV) on x 57.9K followers Created: 2025-07-14 17:54:37 UTC $META is planning to build several multi-GW clusters. $NVDA, $AMD and $AVGO surely significant beneficiaries. The Capex commits continue to come fast and furious. AI Bubble bears will continue to be wrong on this trend. The race to super intelligence will fuel a staggering multi-year infrastructure investment. The enterprise number is barely baked into expectations at this point.  XXXXX engagements  **Related Topics** [avgo](/topic/avgo) [nvda](/topic/nvda) [meta](/topic/meta) [baked](/topic/baked) [investment](/topic/investment) [bubble](/topic/bubble) [coins ai](/topic/coins-ai) [$amd](/topic/$amd) [Post Link](https://x.com/danielnewmanUV/status/1944817826037993758)
[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.]
Daniel Newman @danielnewmanUV on x 57.9K followers
Created: 2025-07-14 17:54:37 UTC
$META is planning to build several multi-GW clusters.
$NVDA, $AMD and $AVGO surely significant beneficiaries.
The Capex commits continue to come fast and furious.
AI Bubble bears will continue to be wrong on this trend. The race to super intelligence will fuel a staggering multi-year infrastructure investment.
The enterprise number is barely baked into expectations at this point.
XXXXX engagements
Related Topics avgo nvda meta baked investment bubble coins ai $amd
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