John Intel
@intelfabs
God First. Intel and Terafab are cool
加入 May 2026
240 正在关注 6.6K 粉丝
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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