Viktor🤑🧌💰
5.7K posts
Viktor🤑🧌💰 รีทวีตแล้ว
Viktor🤑🧌💰 รีทวีตแล้ว
Viktor🤑🧌💰 รีทวีตแล้ว
Valid until 5pm today. Only on Stake. We could be sharing some $$ together.
MrBanks💰@Mrbankstips
Book 10k odds on Stake and share here 👇🏼 Win and we share 50:50 I’ll try to play as many as I can Join stake if you haven’t via stake.com/?c=f213c5ba25&… Promo code banks
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A useful read on why AI CapEx matters beyond Nvidia. 👇
JellyZ@JellyZhouishere
Why should AI stock investors pay attention to AI CapEx? AI capital expenditure refers to the fixed-asset investments cloud giants like Amazon, Microsoft, Google and Meta — plus some vertical AI players — make in GPU clusters, data centers, networking, storage and power infrastructure. In essence, it's the starting point of the entire AI supply chain. Once hyperscalers raise CapEx, capital flows down the chain: GPU / ASIC → HBM → AI servers → networking equipment → data centers → power infrastructure → cloud revenue That's why the pace of AI CapEx directly reflects compute demand, supply-chain orders, application innovation and the ability of AI products to scale. Looking at the data, the CapEx cycle of the four major cloud giants (Amazon, Microsoft, Google, Meta) splits into four stages: 2011–2023: Traditional cloud expansion. CapEx was driven by enterprise cloud migration, SaaS, video, advertising, e-commerce and storage. 2024: An extraordinary acceleration begins. After being down 2.5% YoY in 2023, combined CapEx jumped 54.8% to $228.4 billion. Post-ChatGPT and GPT-4, AI infrastructure had firmly entered the tech giants' budgets. 2025: The arms race confirmed. CapEx grew a further 64.6% to $376 billion — proof that 2024 wasn't a one-off rebound, but the start of sustained expansion in AI compute demand. 2026: Explosive growth. On current guidance, combined CapEx could reach $710 billion, up nearly 89% YoY. This is no longer an extension of the cloud cycle — it's a massive buildout as tech giants race to secure the next generation of compute. And the expansion is far from over. As free cash flow gets consumed by CapEx, the giants are leaning more on external financing: Alphabet recently moved forward with an equity raise of around $80–85 billion, and Meta is exploring more options to fund its data center buildout. So where is the money going? 1. AI chips and accelerators — Nvidia and AMD GPUs, Google TPUs, Amazon Trainium, Microsoft Maia. The most visible part of the spend. 2. HBM, DRAM and enterprise SSDs — model parameters, training data and inference cache all need high-speed memory; the stronger the GPU, the greater the demand. 3. AI servers and rack-scale systems — hyperscalers buy full servers and, increasingly, rack-scale systems like GB200 and GB300, not individual GPUs. 4. Networking and optical modules — training spans thousands of GPUs, so switches, NICs, optical modules and interconnects become critical. 5. Data centers and power — land, buildings, liquid cooling, transformers, grid connections and long-term power agreements, all built for high power density. So AI CapEx isn't just about buying GPUs — it's about building an entire "compute factory." That's why the AI trade has widened from Nvidia to HBM, memory, servers, optical modules, data centers, power equipment and liquid cooling. For investors, the real question isn't how much the giants spend — it's whether that spending converts into large, sustainable AI revenue. Short term, CapEx means supply-chain orders; medium term, cloud compute capacity; long term, the winner won't be whoever spends the most, but whoever turns each dollar of CapEx into the most revenue and profit. This cycle may look like a model race on the surface. Underneath, it's a race for compute, power, memory and data center capacity. Therefore, the Big Four cloud giants — along with the core suppliers capturing the largest share of AI CapEx — are the key players in this AI infrastructure cycle. If you want to invest in this theme, you can trade them on @sodex_official such as $GOOGL, $MSFT, $MU and $SNDK. sodex.com/join/JELLYZ #SoDEX #SoSoValue #AI
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All today game in ✅ ✅ ✅ ✅ ✅
Cashout don get belle
I see millions coming home 🏠
@Roseyybabeee
Make nothing do moving man for road 🙏
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📊 SoSoValue Season 2 Allocation Estimate 🔥
My current stats:
• S2 EXP: 1,503,000
• Real User Level: V4 ✅
• EXP Level: V2
• Invites: 3
LET'S CALCULATE THE MATH'S BY ASSUMPTION
Total S2 Reward Pool: 30,000,000 $SOSO
Assuming total Season 2 Total EXP mined is 300 Billion
1,503,000 ÷ 300,000,000,000 = 0.00000501
0.00000501 × 30,000,000 = 150.3 $SOSO
Estimated Value (@ $0.35 per $SOSO )
Scenario
Value
150.3 $SOSO
$52.61
This estimate assumes a purely proportional distribution and does not account for any additional weighting from Real User Level V4, referral activity, anti-sybil mechanisms, or other allocation factors that may be included in the final distribution.
June 12 will reveal the actual numbers. Until then, the math says ~150 $SOSO worth approximately $52.61 at current market prices. 🚀
#SoSoValue #SOSO #Airdrop #Web3 #Crypto
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Them don credit everybody their giveaway money?
I picked 4 people I trust to pick people
Nommie.@_Nommy2
If you were not picked today, next time will be your lucky day Congratulations 👏 to y those that will be credited today Thank you to @Lobistar and @Alone for this opportunity. Let me give you a hint to be picked next time
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Brilliant update, now this will keep me busy a lot 😊
Szymanski@Szymansk_ii
𝕏 has updated their Analytics Dashboard to make you see the number of verified impression and also verified engagement all gotten from both your verified users and from other verified users, amazing, Nikita is cooking
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