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Shay Boloor on AI · ViralLoop

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Post by Shay Boloor on X

Shay Boloor@StockSavvyShay

$AMD CEO Lisa Su said the data center business is positioned to grow 60%+ annually over the next 3–5 years driven by record server CPU demand that now makes up more than half of total server revenue. She added that the MI500 AI accelerator remains on track for a 2027 launch.

997 likes51 repliesPosted Feb 3, 2026

View the original on X Written by Shay Boloor. Captured Sep 4, 2026.

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45

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

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.

The mechanics

Hook: Plain observation
Structure: Hook → Landing
Style: Conversational paragraphs at a steady pace.
Tone: plain, matter-of-fact
Written for: People building with AI

Analysis by ViralLoop — not written by the original author.

Topics

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I am very excited about AI, but to go off-script for a minute: I built an app with Codex last week. It was very fun. Then I started asking it for ideas for new features and at least a couple of them were better than I was thinking of. I felt a little useless and it was sad.

More from Shay Boloor

Elon Musk says AI is already driving “significant productivity gains” and could ultimately increase the global economy by 20% to 30%. He sees physical AI as a major piece of that where $TSLA is betting self-driving cars and humanoid robots can automate transportation and labor.

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$NVDA has agreed to buy Hugging Face for $12.9B to own one of AI’s biggest open-source distribution layers. Hugging Face gives Nvidia a way to push more models toward its hardware while creating a natural outlet for the massive amount of AI compute it is helping finance.

Jensen Huang brushed off OpenAI’s claim that its $AVGO built Jalapeño chip beats GB300 by saying “I don’t have to take anything personally.” $NVDA is still gaining AI market share which is why Jensen says he remains “very comfortable with all the competition.”

$NVDA says memory pricing has become “extreme,” with costs rising faster than expected and supply likely constrained through FY28. If Nvidia is telling you memory is getting tighter for longer then it becomes much harder to justify $MU and $SKHY still trading below 6x earnings.

Anthropic’s massive $45B Nscale buildout will run on $NVDA Vera Rubin chips with systems beginning to come online late next year across a 6-year 460 MW commitment. Rubin demand is already being locked in before the platform even launches.