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Shay Boloor on AI · ViralLoop

Post by Shay Boloor on X

Shay Boloor@StockSavvyShay

$INTC just posted record 59% AI revenue growth as every accelerator rack still needs more Xeon CPUs to manage data movement, storage and scheduling around accelerator clusters. That makes Intel a direct beneficiary of rising AI capex through the host CPU layer.

307 likes48 repliesPosted Jul 23, 2026

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

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37

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.
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: Leads with a number
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

AI Growth Revenue

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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

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.

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