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Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly SIX YEARS OLD. And you're still bearish? "Because there is so much more demand than supply, there typically still is demand for the older... show more

tae kim

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145,227 görüntüleme • 8 ay önce •via X (Twitter)

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There are children demand for the release of their fathers in this March, there are 80 years old elderlies demand the release of their son. What is wrong in demanding life???? This is how we have been treated by Pakistani from 75 years this is exactly what #Balochistan is facing

There are children demand for the release of their fathers in this March, there are 80 years old elderlies demand the release of their son. What is wrong in demanding life???? This is how we have been treated by Pakistani from 75 years this is exactly what #Balochistan is facing

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AI token usage is up 10x in 7 months, compounding 40%/MONTH! There is NO BUBBLE when demand is STILL accelerating And this is just OpenRouter, it doesn't count the labs direct token usage and APIs But here's what's interesting about these numbers, the demand is coming from everywhere at once US models (OpenAI, Anthropic, Google) keep growing, while Chinese open weight models (DeepSeek, Tencent, Xiaomi, Minimax) grew even faster and now drive over 60% of usage on OpenRouter Closed source and open source both compounding at the same time. This is literally the best case scenario for AI Infra investors It means both frontier model tokens and cheaper tokens have product market fit. This means the application layer is finding ways to use both and generate ROI with both types Demand for tokens IS demand for compute. This is why SpaceX is looking to build 10GW of compute by next year, because the demand is clearly here Now combine this demand set up, with NVIDIA yesterday announcing financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion of third party capital for AI infrastructure And Jensen has said publicly he expects $3 to $4 TRILLION of AI infrastructure spend by 2030 The build out will have to continue for a lot longer than the market is expecting, that is very clear to me. Don't let this consolidation period in AI infra stocks shake you out, they will have their moment again and take their next leg higher p.s. if you want to see how im investing in this, you can track my real-time portfolio and the research of all 5 Milk Road PRO analysts with live trade notifications, and it's just $1 to try it out (insane price just to check it out). Learn more here: Good luck out there!

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$AMD CEO: “We are 2 years into 10-year AI buildout.” Lisa Su said this last year and $AMD reached an all-time high this year as GPU and CPU demand is skyrocketing. We are still at just year 3 of a decade-long infrastructure buildout. McKinsey estimates AI infrastructure spending will reach $5-$8 trillion by 2030. And then we’ll still have at least a few more years of rapid buildout to reach sufficient capacity to train next-gen models and serve every inference demand at attractive prices. Then all this infrastructure will need to be renewed every 4-5 years. Selling $AMD here means selling it just at the beginning of the largest IT buildout.

$AMD CEO: “We are 2 years into 10-year AI buildout.” Lisa Su said this last year and $AMD reached an all-time high this year as GPU and CPU demand is skyrocketing. We are still at just year 3 of a decade-long infrastructure buildout. McKinsey estimates AI infrastructure spending will reach $5-$8 trillion by 2030. And then we’ll still have at least a few more years of rapid buildout to reach sufficient capacity to train next-gen models and serve every inference demand at attractive prices. Then all this infrastructure will need to be renewed every 4-5 years. Selling $AMD here means selling it just at the beginning of the largest IT buildout.

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Manipur is burning. Women are raped, naked, paraded and horrific violence is taking place. But the Prime Minister has kept quiet for so long. Today, after so much outrage, he gave a statement outside the Parliament. We want a detailed discussion on Manipur and PM Modi should make an elaborate statement on the same in the House. We also demand immediate resignation of Manipur Chief Minister and an imposition of President's Rule.

Manipur is burning. Women are raped, naked, paraded and horrific violence is taking place. But the Prime Minister has kept quiet for so long. Today, after so much outrage, he gave a statement outside the Parliament. We want a detailed discussion on Manipur and PM Modi should make an elaborate statement on the same in the House. We also demand immediate resignation of Manipur Chief Minister and an imposition of President's Rule.

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