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![TheValueist Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1838186195508969472.png) TheValueist [@TheValueist](/creator/twitter/TheValueist) on x 1567 followers
Created: 2025-07-22 12:54:07 UTC

Do people understand this is only one LLM provider? They must be seeing astronomical demand. Still the first inning in GAI infrastructure buildout.

$NVDA $TSM $ORCL $CEG $VST


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947641306509111619/c:line.svg)

**Related Topics**
[vst](/topic/vst)
[nvda](/topic/nvda)
[stargate](/topic/stargate)
[$vst](/topic/$vst)
[$ceg](/topic/$ceg)
[$tsm](/topic/$tsm)
[gai](/topic/gai)
[llm](/topic/llm)

[Post Link](https://x.com/TheValueist/status/1947641306509111619)