John Intel
@intelfabs
God First. Intel and Terafab are cool
参加 May 2026
240 フォロー中 6.6K ファン
The AI money flow in one chart
Big Tech spends trillions building SI infrastructure.
NVIDIA sells the picks and shovels.
Thats why more than 100% of the free cash flow decline at hyperscalers ends at $NVDA
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