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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 5718 followers
Created: 2025-07-22 14:30:32 UTC

@Beth_Kindig X GW + X M GPUs = XXX kW per GPU => implies XXX k servers (4 GPUs/server)

At $XX k ASP, that’s $XX B in $NVDA chip revenue alone

Add $MSFT ’s cloud margins & Oracle’s data‑centre ops, and we’re looking at a $40–50 B AI infrastructure market emerging now.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947665569697640535/c:line.svg)

**Related Topics**
[msft](/topic/msft)
[nvda](/topic/nvda)
[$4050b](/topic/$4050b)
[coins oracle](/topic/coins-oracle)
[$msft](/topic/$msft)
[$24b](/topic/$24b)
[$12k](/topic/$12k)
[500k](/topic/500k)

[Post Link](https://x.com/Next100Baggers/status/1947665569697640535)