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![danielnewmanUV Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::228918333.png) 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.

![](https://pbs.twimg.com/media/Gv1hgUuXwAArYv9.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944817826037993758/c:line.svg)

**Related Topics**
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[$amd](/topic/$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.]

danielnewmanUV Avatar 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

Engagements Line Chart

Related Topics avgo nvda meta baked investment bubble coins ai $amd

Post Link

post/tweet::1944817826037993758
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