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VOICE ARCHIVE

Bubble Boi

@bubbleboi
17 posts
2026-03-09
Sell everything, memory, networking, asics, fiber, lasers. The data centers are never being built out without Middle East money.
2026-03-09 View on X
The Information

The US-led war in Iran is complicating plans by Gulf nations to spend $300B+ on AI investments, putting at risk a potential source of funding for tech companies

The war in Iran is complicating plans by Gulf nations to spend more than $300 billion on data centers, chips and other AI investments …

All the data center capex is being delayed 1-2 years minimum now. Say goodbye to the memory thesis and the networking one, banks & institutional investor will pull back lending for SPVs that all big tech and labs are using to fund their infrastructure. Additionally Dubai, Saudi,
2026-03-09 View on X
The Information

The US-led war in Iran is complicating plans by Gulf nations to spend $300B+ on AI investments, putting at risk a potential source of funding for tech companies

The war in Iran is complicating plans by Gulf nations to spend more than $300 billion on data centers, chips and other AI investments …

2026-02-06
We are in the end game. This is the final chapter of capitalism.
2026-02-06 View on X
CNBC

Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from ~$131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.58B, above $34.93B est.

Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings …

660 billion dollars of Capex this year on AI data centers.  To put a number like that in perspective this is more than what we spent on the U.S. interstate highway system (630 billion), more than what we spent on the Apollo Moon Program (257 billion), more than what we spent on the international space station (150 billion).  This is more money than Walmart's revenue for last year ($648 billion), it's about 25% of ALL Military spending globally, it's equivalent to buying 50 Gerald R. ford class aircraft carriers [...]
2026-02-06 View on X
CNBC

Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from ~$131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.58B, above $34.93B est.

Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings …

We are in the end game. This is the final chapter of capitalism.
2026-02-06 View on X
Amazon

Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% YoY to $21.19B; AMZN drops 8%+

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025.  Fourth Quarter 2025

660 billion dollars of Capex this year on AI data centers.  To put a number like that in perspective this is more than what we spent on the U.S. interstate highway system (630 billion), more than what we spent on the Apollo Moon Program (257 billion), more than what we spent on the international space station (150 billion).  This is more money than Walmart's revenue for last year ($648 billion), it's about 25% of ALL Military spending globally, it's equivalent to buying 50 Gerald R. ford class aircraft carriers [...]
2026-02-06 View on X
Amazon

Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% YoY to $21.19B; AMZN drops 8%+

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025.  Fourth Quarter 2025

2026-01-28
It's cheap at $350 bees tbh. I think around 600-700 bees it's fair.
2026-01-28 View on X
The Information

Sources: Anthropic raises its revenue forecasts to $18B in 2026, $55B in 2027, and $148B in 2029, delaying its cash flow positive expectations by a year to 2028

It's cheap at $350 bees tbh. I think around 600-700 bees it's fair.
2026-01-28 View on X
Financial Times

Sources: Anthropic is set to raise about $20B led by Singapore's GIC and Coatue, double the amount it had targeted, at a $350B valuation

Company in talks to raise new funds from Coatue, GIC, Iconiq and Sequoia at $350bn valuation  —  Anthropic is set to raise about $20bn from venture capitalists …

2025-12-26
Lmao Jensen wins again !!!
2025-12-26 View on X
The Information

Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global

Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq …

Groq is just the start I expect Etched and Cerebras to IPO or get acquired at 50B+
2025-12-26 View on X
The Information

Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global

Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq …

Groq is just the start I expect Etched and Cerebras to IPO or get acquired at 50B+
2025-12-26 View on X
Bloomberg

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Ov...

Lmao Jensen wins again !!!
2025-12-26 View on X
Bloomberg

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Ov...

2025-12-25
Lmao Jensen wins again !!!
2025-12-25 View on X
Bloomberg

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

Nvidia Corp. agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected …

Groq is just the start I expect Etched and Cerebras to IPO or get acquired at 50B+
2025-12-25 View on X
Bloomberg

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

Nvidia Corp. agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected …

2025-12-18
China built a working EUV prototype in less than 5 years and the entire venture capital industry hasn't produced one successful lithography startup. I don't say this with like joy or to rub it in. But we need to take a hard look at what we are doing wrong. I don't think the
2025-12-18 View on X
Reuters

Sources: China built a working prototype of an EUV machine in early 2025 with a team of former ASML engineers who reverse-engineered the company's EUV machines

In a high-security Shenzhen laboratory, Chinese scientists have built what Washington has spent years trying to prevent …

2025-11-29
Holy shit did you guys lose out on generational wealth again lol?
2025-11-29 View on X
@mingchikuo

Sources: Intel may start shipping a portion of Apple's lowest-end M chips as early as 2027; Apple is evaluating Intel's 18A process for the chip production

Intel expected to begin shipping Apple's lowest-end M processor as early as 2027 There have long been market rumors that Intel could become an advanced-node foundry supplier to App...

2025-11-26
If you actually understand how computers work, you will make a ton of money in this market . Nobody in Silicon Valley or Wall Street knows how chips work anymore. Google is taking half of Nvidia's market share and market cap. But the real winner won't be Google it's going to be
2025-11-26 View on X
CNBC

Nvidia says it is “delighted by Google's success” but “Nvidia is a generation ahead”, after a report that Meta could use Google's TPUs in its data centers

Nvidia on Tuesday said its tech remains a generation ahead of the industry, in response to Wall Street's concerns … Source: @nvidianewsroom .