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![vixflatline Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1728468154400100352.png) VIX [@vixflatline](/creator/twitter/vixflatline) on x 4260 followers
Created: 2025-07-22 21:53:31 UTC

xAIs brazen march to XX million H100 equivalents by 2030 is not mere scaling; it is a capex siege engine devouring trillions in silicon and juice while commoditization guts model margins

 the smart money pivots to owning the power stack as AI infra yields eclipse apps in this energy throttled race


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947777051483902273/c:line.svg)

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[Post Link](https://x.com/vixflatline/status/1947777051483902273)