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Writes about Revenue, Growth and AI. 86% of posts open with a number. A typical post reaches 283 likes.
| Post | Topic | Likes | Replies | Reposts | Score | Posted | Actions |
|---|---|---|---|---|---|---|---|
| @Beth_KindigNvidia said AWS will build a server cluster featuring 20,000 GB200 chips that can power up… | AI | 491 | 15 | — | 36 | ||
| @Beth_KindigNvidia's $NVDA data center revenue grew 112% YoY to $30.77 billion, beating estimates by n… | Revenue | 445 | 21 | — | 35 | ||
| @Beth_KindigOracle's $ORCL IaaS revenue accelerated from 55% to 68% YoY in Q2, with revenue of $4.1 bi… | Revenue | 361 | 24 | — | 37 | ||
| @Beth_KindigNvidia $NVDA reported $35.1B in revenue in Q3, rising 93.6% YoY and beating estimates by n… | Revenue | 358 | 14 | — | 33 | ||
| @Beth_KindigAMD $AMD reported $10.27 billion in revenue in Q4, up 34% YoY and 11% QoQ, with Data cente… | Revenue | 338 | 21 | — | 36 | ||
| @Beth_KindigNvidia-backed cloud computing startup CoreWeave is reportedly planning an IPO as early as … | AI | 337 | 9 | — | 32 | ||
| @Beth_KindigMicrosoft $MSFT stated that Azure revenue surpassed $100 billion for the first time, while… | Growth | 300 | 33 | — | 36 | ||
| @Beth_KindigCoreWeave $CRWV reported 420% revenue growth to $981 million, well ahead of the $857 milli… | Revenue | 266 | 32 | — | 32 | ||
| @Beth_Kindig$ORCL Ellison also said: "Our Database MultiCloud revenue from Microsoft, Google and Amazo… | AI | 247 | 10 | — | 30 | ||
| @Beth_KindigCrowdStrike $CRWD topped the $1 billion quarterly revenue milestone in Q3, reporting $1.01… | Revenue | 207 | 13 | — | 29 | ||
| @Beth_KindigCloudflare $NET reported Q4 revenue of $614.5 million, accelerating to 33.6% YoY from 30.7… | Growth | 173 | 13 | — | 31 | ||
| @Beth_KindigTSMC $TSM is expected to report a 57% increase in Q1 profit to NT$354.6 billion tomorrow, … | Revenue | 172 | 22 | — | 29 | ||
| @Beth_KindigMeta $META also slightly raised its capex guidance for 2025 to $70-72 billion, up from $66… | Founder | 171 | 12 | — | 30 | ||
| @Beth_KindigSoftBank is acquiring DigitalBridge $DBRG for $4 billion including debt, in a move aiming … | AI | 157 | 6 | — | 29 |