Beth Kindig

The data center bottleneck may no longer be demand, but permission. While planned MWs represent data center capacity in the queue, permissioned MWs represent capacity that could realistically be built. Here’s why that distinction matters for investors. ⬇️ https://t.co/kRk2hIMBgI $ORCL $APLD $BE

In the race to ramp up, Nebius $NBIS and CoreWeave $CRWV have similar gross debt to annualized Q2 revenue, at 3.7x and 3.4x, respectively. The difference lies in how much liquidity each has to offset debt – Nebius has net debt of 0.2x annualized revenue, compared to CoreWeave’s 2.9x, giving it higher flexibility to build capacity. https://t.co/PzeUUk4VxG

Nvidia $NVDA says that for a 100MW data center, its Vera CPU offers more than 2X higher throughput and memory bandwidth versus x86 CPU competitors. $INTC $AMD https://t.co/qqm4eQNXe6

For investors who think they’ve missed out on AI, the best is yet to come. But first, there will be a notable correction. In this week's free analysis, we lay out the key level that must hold, our upside targets, and the one warning sign from the leading AI proxy. Link in bio. $SPY $QQQ

By 2030, Bain projects global GPU and custom silicon shipments of 38.6 million units, or 10X the 3.9 million units from 2023. $NVDA $AMD $AVGO

The battle between Nebius $NBIS and CoreWeave $CRWV may ultimately come down to a major factor most investors aren't tracking. $NBIS currently has the upper hand today, yet by 2028, the dynamic could flip. Find out more below. https://t.co/2bVjrRPwVk

In its high case scenario, Bain projects roughly 183GW of new data center capacity to be built by 2030, taking total capacity from 79GW in 2025 to 262GW by 2030. $NVDA $MSFT $META $GOOG $AMZN

GPU rental prices are rising across every generation, with Nebius raising H100 prices by 17% and B300 prices by 21%. $NBIS $CRWV $NVDA https://t.co/2bVjrROZ5M https://t.co/8paRN1wj6V

Nvidia $NVDA estimates that its NVLink Fusion opportunity could approach $250 billion by the end of the decade, with $AMZN AWS, Intel $INTC and others adopting NVLink scale-up technology.

Nvidia, Broadcom, AMD and Micron are worth a combined $9.8 trillion, up from just $1.7 trillion three years ago. $NVDA $AVGO $AMD $MU https://t.co/yk4SiivtB1

UBS projects total hyperscaler capex to be $5.5 trillion from 2026 to 2029, with 55% of that capex going towards GPUs. $MSFT $AMZN $GOOG $META $NVDA

S&P 500 Headed to 10,000? AI Charts Point to More Upside

[music] >> Okay, everybody. Let's go ahead and get started here. Hope you having a good day having a good day. Um Welcome if you're new. And uh Let's see here. So Starting off with the S&P 500 Um hang on 1 second, okay? Since 2022, the low in 2022 been tracing this ending diagonal pattern. Right? And I went through the various interpretations of this ending diagonal. Uh maybe 2 or 3 weeks ago, I believe. And using nothing but price action, just you know, how these patterns play out. You know, not having to force some extreme interpretation. Uh the green count is really what lines up best. Um and interestingly enough, it lines up with the macr…

Micron is now generating more operating income than Apple. $MU $AAPL https://t.co/LOupgXYZ80

When the leading supplier producing 50% of global HBM signs an agreement with the world’s leading consumer that could account for 37% of HBM capacity in 2027, the queue for everyone else waiting to access memory gets longer. https://t.co/0SEEfZ5ymz $SKHY $MU $NVDA

OpenAI’s Jalapeno volumes are expected to more than quadruple in 2027, per UBS, rising from 150K units in 2026 to 600-700K units in 2027. $AVGO $NVDA $AMD

Nvidia $NVDA says that Anthropic has contracted 2.6GW to date of Nvidia hardware to be shipped through 2028, adding that Anthropic’s total contract value across hyperscalers and neoclouds exceeds $180 billion. $AVGO $AMD $MSFT $AMZN $GOOG

UBS raised its GPU production forecast for Nvidia $NVDA by 600K for 2027, from 8.2 million to 8.8 million, driven by an increase in Rubin volume. $AVGO $AMD

Broadcom’s $AVGO AI XPV platform is said to be raising up to $60 billion in financing to help fund chip purchases for Anthropic, including a $42 billion Class A senior-secured tranche and an $18 billion Class-B junior tranche.

Samsung estimates that HBM could consume 30% of DRAM chipmakers’ total wafer capacity in 2027, up from ~20% currently. $SKHY $MU $NVDA $AMD

The defining element for who wins the race between Nebius $NBIS and CoreWeave $CRWV may not be who builds the most capacity or reports the highest growth – it will be determined by one key factor most investors aren’t tracking. https://t.co/2bVjrROZ5M

Bain: “Five years ago, a 50-megawatt (MW) facility was considered large. Now, hyperscalers are planning to build data center campuses 100 times bigger: 5 gigawatts (GW) or more, costing $150 billion to $200 billion each.” $MSFT $AMZN $GOOG $META $ORCL $NVDA

Anthropic is reportedly expecting to spend at least $518 billion over a decade on its AI infrastructure buildout with six partners, according to its IPO prospectus per Reuters. $NVDA $AVGO $AMZN $GOOG $MSFT

TSMC $TSM is reportedly evaluating a potential multi-billion dollar fab campus in Texas, adding on to its $265 billion Arizona expansion, as it is said to be facing increasing requests from Nvidia $NVDA, Intel $INTC, AMD $AMD, and Apple $AAPL for US capacity.

SK Hynix's $SKHY high-performance SSD unit Solidigm is said to be weighing a $150 billion IPO, nearly triple Arm’s $54 billion IPO and Cerebras’ recent $56 billion IPO. $MU $ARM $CBRS

OpenAI’s ARR has risen more than 70% since the beginning of Q3 to $70 billion, according to Axios, adding more revenue on the consumer side during the quarter than it added in all of 2025. $MSFT $AMZN $NVDA $GOOG

Nebius $NBIS is outperforming CoreWeave $CRWV by nearly 8X in 2026, despite CoreWeave generating 5X more revenue – so, what gives? Clearly something is happening beyond the income statement. This week’s free newsletter looks more closely at two of the fastest-growing AI infrastructure companies on the market, including what could give CoreWeave a second wind. Link in bio.

Micron $MU reported FQ4 revenue of $54.2 billion, up 379% YoY and 31% QoQ, beating consensus estimates for $51.5 billion. FQ1 revenue was guided to a record $61.5 billion, up 351% YoY and 13% QoQ, ahead of estimates for $57.9 billion. $NVDA $AMD $SKHY

OpenAI is reportedly in early discussions raise at least $30 billion in a new bridge funding round at a $1.4 trillion valuation, per Bloomberg. $MSFT $AMZN $GOOG $NVDA

With SCA pricing potentially ranging from ~$10-$12 per GB at the floor to the mid-$20s per GB at the ceiling, Micron $MU could maintain a fairly strong margin profile as SCA mix increases. https://t.co/korr3dPFX2 https://t.co/vVLdGCcBn2

What stocks could win big from the shift to AI inference? I break down my thoughts in the clip below. @cvpayne https://t.co/uSJwCbrv9J