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![Beth_Kindig Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::499993648.png) Beth Kindig [@Beth_Kindig](/creator/twitter/Beth_Kindig) on x 161.1K followers
Created: 2025-07-20 20:35:50 UTC

Citi recently raised its 2028 AI compute TAM by nearly XX% to $XXX billion, seeing stronger sovereign AI demand especially for Nvidia $NVDA. 

Citi noted that participants at Nvidia’s recent Generative AI conference laid out possible benchmarks of XXXXXX GPUs per XXXXXXX employees for large companies or governments.

$AMD $AVGO $MRVL


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947032725099286835/c:line.svg)

**Related Topics**
[beth](/topic/beth)
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[$mrvl](/topic/$mrvl)
[$amd](/topic/$amd)
[generative](/topic/generative)
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[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/Beth_Kindig/status/1947032725099286835)