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Shay Boloor on AI · ViralLoop

Post by Shay Boloor on X

Shay Boloor@StockSavvyShay

$NBIS is raising $3.75B via converts. Another example of how aggressively capital is being deployed to fund AI compute capacity and infrastructure buildout.

582 likes50 repliesPosted Mar 17, 2026

View the original on X Written by Shay Boloor. 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

Leads with a specific number, which is concrete enough to be worth a second of attention.
Uses concrete numbers instead of vague claims, which makes it credible and quotable.
Short enough to read in full without expanding, which removes a step before the point lands.

The mechanics

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

Analysis by ViralLoop — not written by the original author.

Topics

Posts built the same way

We've raised $65 billion in Series H funding at a $965 billion post-money valuation, led by @AltimeterCap, Dragoneer, @Greenoaks, and @sequoia. This investment will help us advance our research and expand our capacity to meet growing demand for Claude.

As part of our $600B commitment, Mac mini will be produced in the US for the first time later this year! We're accelerating our progress even further— producing more AI servers and opening an all-new Apple Advanced Manufacturing Center for hands-on training.

Disney has cancelled their deal with OpenAI. They planned to invest $1 billion into the company and let Sora have access to AI generate videos of characters from Disney, Marvel, Pixar and Star Wars. (Source: t.co

ANTHROPIC VALUATION: $965B WALMART VALUATION: $940B ANTHROPIC REVENUE: $20B WALMART REVENUE: $725B BUT AI IS NOT A BUBBLE, RIGHT?

I will soon be introducing a bill to give the public a 50% ownership stake in the largest AI companies in America. This would guarantee that the trillions created by AI are used to improve the lives of all of us — and block oligarch decisions that harm the American people.

We’ve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research, continue to innovate in products, and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are.

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.