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The mechanics

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Analysis by ViralLoop — not written by the original author.

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Post by Ben Pouladian on X

Ben Pouladian@benitoz

Michael Burry keeps yelling “AI bubble.” Yet both CoreWeave and Nebius just said they’re sold out of H100s and pre-sold Blackwells before data centers even open. Two of the biggest AI clouds can’t keep GPUs in stock that’s not a bubble, that’s a compute famine $NVDA $NBIS

Shown as X shows it.Open on X

507 likes154 repliesPosted Nov 11, 2025

View the original on X Written by Ben Pouladian. Captured Sep 4, 2026.

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Viral score

Based on absolute engagement — the platform doesn’t expose follower counts here, so large accounts score higher.

From likes, comments.

Why it worked

Opens with a short, self-contained line that is easy to take in at a glance.
Ends on a short line that is easy to quote and repeat.
Short enough to read in full without expanding, which removes a step before the point lands.
Quotes someone directly, which makes the moment concrete rather than summarised.

The mechanics

Hook: Plain observation
Structure: Hook → Landing
Style: Conversational paragraphs at a steady pace.
Tone: punchy
Written for: People building with AI

Analysis by ViralLoop — not written by the original author.

Topics

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More from Ben Pouladian

HotChips warm up: NVIDIA just posted the slide. Groq 3 LPX. 3,431 tokens a second. 4x the next public endpoint. Gemma 4 31B at 100,000-token context. In full production. Faster than Cerebras 😮🔥 $NVDA

Watching Jensen’s keynote Sunday night for one thing: the N1 reveal. Consumer GB10 silicon, unified memory, RTX 5070-class iGPU in a laptop. The catch nobody’s pricing: announce now, ship maybe Q4. The Memory Wars come to client compute, just not this quarter. $NVDA

Today Dario admits that Anthropic only planned for 10x growth but got hit with 80x instead Internally called a “success disaster” Their compute effectively is off by a factor of 8x or more Now do the outages, rate limits, nerfed performance make sense? We need more compute!

The real story: OpenAI passed on 6 additional buildings because power won’t be ready for a year and by then Rubin replaces Blackwell Why expand with last-gen chips? The 8-building, 400K GPU base build continues This is smart capital allocation, not collapse @anissagardizy8

Microsoft’s Maia 200 is real: 10 PF FP4, 216GB HBM3e, 7 TB/s. But NVIDIA’s Vera Rubin (H2 2026): 50 PF FP4, 288GB HBM4, 13 TB/s. Hyperscalers build for today’s inference costs. NVIDIA builds for tomorrow’s ceiling. $NVDA $msft

This wasn’t an acquisition It was smarter Nvidia licensed Groq’s inference tech non-exclusively while pulling the brains in-house Avoids antitrust locks up know-how kills a future rival without buying the company Offense disguised as partnership Congrats @sundeep @GroqInc

Ben Pouladian on AI · ViralLoop