[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [$325bn](/topic/$325bn) ### Top Social Posts *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "A $225bn Question for NVIDIA Bulls and Bears TSMC CEO C.C. Weis response during Q&A on the 2Q25 earnings call implies a 45%+ CAGR for TSMC AI GPU production capacity through 2029 (1.454.25 = 4.9x current run rate). If we flow this through to NVIDIA: Current LTM revenue: $165bn Implied 2028 revenue: $550bn FactSet consensus for 2028 sits at $325bn. In a supply-constrained market TSMCs capacity roadmap is essentially NVIDIAs production ceiling. If TSMC builds it NVIDIA ships it. This is a supply-chain signal not an explicit forecast. But a $225bn gap between what TSMC is building toward and" [X Link](https://x.com/superhoogie/status/1979253254857900282) [@superhoogie](/creator/x/superhoogie) 2025-10-17T18:28Z XXX followers, XX engagements "OpenAI has committed to over $XXX billion in chips data centers and compute over the next X years - at least $325bn with NVIDIA alone with $XX billion of funding restricted until they're built. NVIDIA is also leasing them GPUs echoing previous bubbles" [X Link](https://x.com/edzitron/status/1971622178534969762) [@edzitron](/creator/x/edzitron) 2025-09-26T17:05Z 95.9K followers, 3493 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"A $225bn Question for NVIDIA Bulls and Bears TSMC CEO C.C. Weis response during Q&A on the 2Q25 earnings call implies a 45%+ CAGR for TSMC AI GPU production capacity through 2029 (1.454.25 = 4.9x current run rate). If we flow this through to NVIDIA: Current LTM revenue: $165bn Implied 2028 revenue: $550bn FactSet consensus for 2028 sits at $325bn. In a supply-constrained market TSMCs capacity roadmap is essentially NVIDIAs production ceiling. If TSMC builds it NVIDIA ships it. This is a supply-chain signal not an explicit forecast. But a $225bn gap between what TSMC is building toward and"
X Link @superhoogie 2025-10-17T18:28Z XXX followers, XX engagements
"OpenAI has committed to over $XXX billion in chips data centers and compute over the next X years - at least $325bn with NVIDIA alone with $XX billion of funding restricted until they're built. NVIDIA is also leasing them GPUs echoing previous bubbles"
X Link @edzitron 2025-09-26T17:05Z 95.9K followers, 3493 engagements
/topic/$325bn/posts