DanielRomero

$AMD hits record CPU market share, according to Mercury Research
- Desktop unit share: 36.4%
- Server unit share: 28.8%
- Mobile unit share: 26.0%
- Desktop revenue share: 42.6%
- Server revenue share: 41.3%
Q4 was the strongest quarter in the company’s history for CPUs

$ANET says $AMD is taking market share from $NVDA
“A year ago, deployments were almost entirely $NVDA, around 99%. Today, about 20% to 25% of our deployments use $AMD.”

Industries AI won’t replace:
• Energy generation
• Grid infrastructure
• Raw materials
• Heavy manufacturing
• Construction
• Warehousing
• Ports and shipping
• Agriculture
• Water utilities
• Waste management
• Chip manufacturing
• Weapons manufacturing
• Chemicals
• Forestry
• Livestock farming
• Prisons
• Animal care
• Elderly care
• Healthcare

$MU all-time chart is wonderful
One of the best investments I’ve made

Pretty good report by $NBIS
Love the focus on vertical integration
Where $NBIS shines compared to miners is that if one day energy becomes abundant, they still have the chance to become the AWS of AI
While miners’ business model of capitalizing on access to energy would die

$NBIS plans to invest CapEx in the range of $16B to $20B in 2026
“We already have about 60% of the capital needed for this range from our balance sheet, existing operations, and commitments.”
I think they should seek debt financing anyway, to improve the IRR profile anyway

$NBIS 25% Stake in Clickhouse is worth $5B
EV discounting Clickhouse is $17B

$NBIS:
“We plan to invest CapEx in the range of $16 to $20 billion in 2026.”

$NBIS spent $2.1 billion on AI chips and data centers last quarter

$NBIS has already delivered both contracted tranches to $META on time and is now fully in the servicing stage
ARR came in at $1.25B for December, which already includes the Meta deal

$NBIS will build a 240MW data center near Lille, France, redeveloping a former Bridgestone tyre plant
The project will be delivered in phases, with the first capacity expected online by late summer and about half of the site operational by the end of 2026, according to Chief Communications Officer Tom Blackwell

New site map from $NBIS

🚨 $NBIS misses revenue and EBITDA estimates
Revenue: $228M (vs. $243M est.) 🔴
EBITDA: $15M (vs. $40M est.) 🔴
Net income: -$173M (vs. -$151M est.) 🔴