Data Center Index

$GOOGL just dropped the mic on Q1 Google Cloud exploded 63% YoY, backlog basically doubled, and they cranked capex guidance even higher Management is all-in on compute The data center party just got another round of champagne

@StockSavvyShay @brewmarkets And they are huge investors in Anthropic

$GOOGL jumps 7% as the market keeps rewarding one of the most vertically integrated AI stories in mega-cap tech. Google has the chips, cloud, models, consumer surfaces, ads engine & enterprise platform which makes it one of the few AI names monetizing the full stack at once.

@BullTheoryio The demand for intelligence is unlimited

THIS COULD BE THE LARGEST ASSET BUBBLE IN HUMAN HISTORY. Semiconductors now make up 14% of the entire US stock market. That is double the dot-com peak of 7% in 2000. During the dot-com bubble, chip stocks hit 7% of total market cap and then crashed 80% over the next two years. It took 20 years to get back to that level. In 2020 semiconductors were at 4%. Then AI happened. The weighting went from 4% to 14% in just 5 years. Nvidia alone is now worth $5 trillion. The last time one sector got this dominant relative to history it did not end well. Either AI demand is real enough to justify this or we are watching the biggest concentration of market cap in a single sector since 2000.

@herbertong @SpaceX No one else this ambitious. Love to see it

🚨 SpaceX sets $7.5T valuation goal for Elon Musk’s pay Musk earns equity only if @SpaceX hits $7.5T and major milestones like a 1M-person Mars colony and space-based data centers. The plan includes super-voting shares (10x power) and also ties rewards to building ~100 terawatts of compute in space. Link: reuters.com/sustainability…

@teslaownersSV @elonmusk For love of the game

@elonmusk Facts

Scam Altman and Greg Stockman stole a charity. Full stop. Greg got tens of billions of stock for himself and Scam got dozens of OpenAI side deals with a piece of the action for himself, Y Combinator style. After this lawsuit, Scam will also be awarded tens of billions in stock directly. The fundamental question is simply this: Do you want to set legal precedent in the United States that it is ok to loot a charity? If so, you undermine all charitable giving in the United States forever. I could have started OpenAI as a for-profit corporation. Instead, I started it, funded it, recruited critical talent and taught them everything I know about how to make a startup successful FOR THE PUBLIC GOOD. Then they stole the charity.

@elonmusk Can I short Sam Altman?

Someone explain to me why $MSFT has $80B of Azure orders it can't fulfill because of power. And people are still arguing about whether $VRT is overvalued. #insights/the-hyperscaler-capex-supply-chain-who-stands-to-gain-from-this-week-earnings-reports" target="_blank" rel="nofollow noopener">datacenterindex.ai/#insights/the-…

@LargeFamDad Why not do both? 2 international vacations per year with your kids. 10+ days all out. Best of both worlds.

My boss's boss is like 42, never married, no kids. Earns $275-300K per year. Goes on a minimum of two international vacations a year w/ his girlfriend. 10+ days, all out. Eats the best food, stays in top notch accomodations. Excursions, tours, nicest beaches, etc. Great guy, I'm happy for him. But what I've realized is that without kids, you end up chasing a lifestyle that has to continually be topped in order for you to be satisfied and find happiness. What he and others like him don't understand is that when you have children, seeing THEM experience life's most basic things and watching their eyes light up at all the "firsts", brings greater pleasure and joy than any vacation or travel experience ever could. Seeing THEM try blueberries for the first time is greater than dining at the best 5 star restaurant in Europe. Seeing THEM learn how to walk is greater than walking the Great Wall of China or strolling along the most picturesque beach. Watching THEM giggle uncontrollably at "peek-a-boo" tops any A-list comedian act. Seeing THEIR excitement when building a fort out of cardboard boxes and making a door big enough for daddy is superior to staying at 5-star resorts. Flying kites with THEM far outweighs excursions like parasailing or helicopter rides. Seeing THEM perform a recital on stage for the first time is more rewarding than watching a Broadway show or top notch symphony orchestra. ----------------- When you have children, all of a sudden you realize that life's greatest joys are not in the pursuit of things or pleasure or travel, but rather in the LOVE and bond you share with your very own image bearers. Seeing the beauty and magnificence and wonder of life all over again for the first time through THEIR eyes and expressions gives you something the world simply cannot offer, nor even come close.

Reviewing $INTC earnings. DC and AI revenue up 22% YoY to $5.1B. $GOOGL locked in multi-gen CPU commitments two weeks before the call. Agents need orchestration. CPUs are back. datacenterindex.ai/insights/intel…

SpaceX has Colossus and the GPUs. They spent $10B anyway on a coding app with 50 employees to find out if developer data is the ingredient xAI can't replicate. $60B if yes. Walk if no. datacenterindex.ai/insights/space…

SpaceX has Colossus and the GPUs. They spent $10B anyway on Cursor, a coding app with 50 employees, to find out if developer traces are the ingredient xAI can't replicate. $60B if yes. Walk if no. datacenterindex.ai/insights/space…

@elonmusk China swagger jacking Elon. Just like Bezos and Zuck. To be fair, he does pick the most interesting challenges to tackle.

Interesting

@validapau @coryweinberg No limit to how big these numbers can get

BIG SPACEX SCOOP WITH @coryweinberg > Musk will have super voting shares in a dual-class structure > He will receive stock incentive every $500B increase in market cap and can go as high as $6.6T; if the space data centers can deliver “100 terawatts of compute per year”

@jordan @SpaceX @cursor_ai Very good point

@SpaceX @cursor_ai cursor is a wrapper of vs and openrouter even their “composer” model is a wrapper of kimi i’d assume cursor logs your work and X is buying an enormous corpus of training data

SpaceXAI and @cursor_ai are now working closely together to create the world’s best coding and knowledge work AI. The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s most useful models. Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.

@TomLeeTracker I mean this guy's been saying the same thing for 10 years

TOM LEE SAYS THE NEXT 18-24 MONTHS COULD BE THE BEST OF OUR LIVES - Retail investors are coming off the sidelines and chasing this rally - 🇺🇸 multiples should be going up, not down, war exposed that - We could get both earnings AND multiple expansion this year

@amitisinvesting I might have to start using cursor. Currently using Claude Mac desktop app

SPACEX GETTING READY TO BUY CURSOR FOR $50B looks like Elon is gobbling up a bunch of companies before IPO this one actually might make sense, xAI needs talent and Cursor is still doing billions in revenue but now when you buy SpaceX, you are getting much more than just SpaceX feels like the $TSLA merger is inevitable

Badass

@MrMikeInvesting Jensen's five-layer cake is brilliant, and the energy base gets even stronger with powerhouses like $BE, $POWL, $CEG, and $VST keeping the lights on.

Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon… These 5 layers include: 1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO 2. Chips ~ $NVDA, $AMD, $TSM, $AVGO 3. Cloud Infrastructure ~ $AMZN, $MSFT, $GOOGL, $CRWV 4. Models ~ $META, $ORCL 5. Applications ~ $PLTR, $TSLA All these names will see generational upside in 2026 as AI continues to expand rapidly. Save this for later…

@MarcosMillaYT Yes

Which Stock will crush the S&P 500 in the next 5 years? 1) Nebius $NBIS 2) Bloom Energy $BE 3) Micron $MU 4) Sandisk $SNDK 5) Robinhood $HOOD 6) Vertiv $VRT 7) SoFi $SOFI 8) CoreWeave $CRWV 9) Meta $META 10) NVIDIA $NVDA

@StockSavvyShay @fiscal_ai Wild. Exponential growth caused by AI demand

$MU could be more profitable than both $AMZN and $META by 2027. That is how powerful this memory cycle could be.