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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 5690 followers
Created: 2025-07-20 21:07:01 UTC

XXX B TAM by 2028 => $XXX B/yr in AI compute budgets. 

Nvidia’s FY24 GPU rev was $XX B; TAM depth = 2X. XX k GPUs/100 k FTE = X GPU/10 FTE => S&P1500 workforce (150 M FTE) needs XX M GPUs × $XX k = $XXX B HW cycle.

$NVDA (70% share) => $XXX B rev => +8% CAGR
$AMD $MRVL : infra leverage
Power/cooling: $CRUS $XEL

Update models quarterly, real edge lives in the math.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947040574797754807/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[infra](/topic/infra)
[$mrvl](/topic/$mrvl)
[$amd](/topic/$amd)
[gpu](/topic/gpu)
[coins ai](/topic/coins-ai)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/Next100Baggers/status/1947040574797754807)