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Shay Boloor on AI · ViralLoop

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Post by Shay Boloor on X

Shay Boloor@StockSavvyShay

Anthropic is reportedly moving toward its first direct data center leases with more than a dozen LOIs signed with U.S. developers. $GOOGL may financially guarantee part of those lease obligations helping Anthropic move closer to the $META and OpenAI infrastructure playbook.

431 likes37 repliesPosted Jun 11, 2026

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

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

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Why it worked

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.

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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.

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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.