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![ZenoMontanari Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::244284240.png) Zeno Montanari [@ZenoMontanari](/creator/twitter/ZenoMontanari) on x XXX followers
Created: 2025-07-18 09:17:16 UTC

Key developments: 🚀 NVIDIA: First $4T company, $391B Q1 revenue (+73%) ☁️ Microsoft: $130B AI run rate, Azure XX% vs AWS XX% 📊 Cloud market: $910B (+22% growth) ⚡ Valuation spread: Semiconductors XXXX vs Software XXXXX PEG
#AI #NVIDIA


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946137181686255707/c:line.svg)

**Related Topics**
[#ai](/topic/#ai)
[$910b](/topic/$910b)
[amazon web services](/topic/amazon-web-services)
[azure](/topic/azure)
[coins ai](/topic/coins-ai)
[$130b](/topic/$130b)
[$391b](/topic/$391b)
[$4t](/topic/$4t)

[Post Link](https://x.com/ZenoMontanari/status/1946137181686255707)