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Shay Boloor on AI · ViralLoop

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Post by Shay Boloor on X

Shay Boloor@StockSavvyShay

$NVDA CEO Jensen Huang says AI has reached an inflection point where tokens are now productive for customers and profitable for cloud providers. “The ChatGPT moment for agentic AI has arrived” as compute demand continues to skyrocket.

249 likes30 repliesPosted Feb 25, 2026

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

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35

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.
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: plain, matter-of-fact
Written for: People building with AI

Analysis by ViralLoop — not written by the original author.

Topics

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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.

$NVDA invested $3.5B in MediaTek convertible bonds as the two expand their partnership across custom AI infrastructure PCs and automotive. That gives Nvidia another route into custom silicon while extending its platform from AI factories to PCs and vehicles.

$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.