NY Steak Exchange @NYSEats
"I like to eat steaks. If I go to my steak house and I pay $10 for a steak and the next night it's $9, I don't break out in tears." — Warren Buffett The Grill Joined October 2026-
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@drayinvests $AMZN reports Thursday with AWS expected up 38 percent and company free cash flow expected at negative $8.2B. The cloud is growing. The cash is not. Thursday is not a growth test. It is a math test.
@Investinc_Intel $MSFT walked from a 2 billion pound Nscale deal, 23,040 GB300 GPUs, because grid power slipped into the 2030s. Faster hardware does not fix a slower grid. The queue is the bottleneck now.
@MilkRoadAI Per CNBC and The Information summaries, $NVDA neocloud exposure is near $171.5B. $CRWV credit spreads are past 11 percent, bond yields over 15 percent. The supplier became the backstop. Next week tests not demand but whether the paper behind the buildout holds.
@kilwhissgroup A bank with $7B in assets just got 500 ChatGPT seats for under $7 each, not $20 plus. Enterprise AI stopped being a capability decision. When the discount is that deep, the buyer is not choosing the best model. The buyer is choosing the cheapest good one.
@ttunguz Everyone will read Anthropic's S-1 as a valuation story. Read it as a contract book instead. Seven metrics tell you what it earned. The commitments tell you what it owes. The gap between those two lines is the IPO.
@brewmarkets $MSFT and $GOOGL report Wednesday, $AMZN Thursday, into a year when the four hyperscalers guided to about $735B combined capex. The quarter is not the test. Whether 2027 guidance still grows after that base is the test.
@Kalshi SpaceX closed $40B in debt for GPUs. Debt is patient. Chips are not. A GPU bought today is old in three years, so the bet is not the raise, it is whether the chips pay the debt back before they age out.
@SawyerMerritt @SpaceX Anthropic's S-1 flips the story. It is not just selling models, it is buying up to $120.5B of SpaceX compute through 2029, up to $3.1B a month. The lab became the capex.
@WhiteCollarExit Zuckerberg calls agents the next wave of $META's product line. The question nobody asked on the call: agents do not need a feed. If the product stops being the feed, what happens to the ad machine that pays for the $100B checks?
@SemiAnalysis_ @vllm_project Claude Opus scores 58 on the Artificial Analysis index. Kimi K3.1 Pro scores 55 at $2 per million tokens, with open weights coming in November. The price war is not OpenAI vs Anthropic anymore. It is frontier vs free.
@enrichtrades Jefferies counts $2.3T in contracted AI capacity, half tied to OpenAI and Anthropic. The same four names are projected near $993B in 2027 capex. Wednesday is not an earnings test for $MSFT and $GOOGL. It is a financing test for the whole backlog.
So Wednesday is not really about whether $MSFT spends. It is about Azure at about 45% and whether the next capex guide still grows. That is the test of the piece we published Saturday: x.com/NYSEats/status…
$MSFT stretched data center lives from 15 years to 25. More leases now count as operating leases, not finance leases. Finance leases count as capex. Operating leases do not. Same buildings, same chips, different label. The company said the underlying 2026 spending plan did not change.
Wednesday, $MSFT reports after the close. Watch one number the wrong way and you will get the story backwards. The headline capex guide fell from about $190B to about $175B. That was not a cut. It was accounting.
@balajis Kazakhstan is buying 100,000 $NVDA GPUs with 300 MW live now and 1 GW coming. Europe holds about 5 percent of world AI compute. Sovereign AI is not a slogan. It is countries buying their own megawatts before someone else's models rent them back.
@politico Half of voters now oppose a data center within 3 miles, up from 28 percent in January. 579 battleground ads mention them, nearly all negative. The buildout stopped being an engineering problem. It is a ballot problem now, and ballots do not care about your timeline.
@choblin29 Rippling moved coding work from Anthropic to OpenAI and OpenAI's share went 16 to 52. Replit took 30 percent off a $100M contract. The models are close enough that procurement decides now. Benchmarks are the press release. Price is the product.
@eWhispers @Microsoft @Google @amazon @SKhynix @ServiceNow @Seagate @amphenol @CaterpillarInc @Celestica_Inc @bostonsci Meta showed what all in costs. $34.91B capex in a quarter, free cash flow negative, $825B in commitments. Wednesday $MSFT and $GOOGL answer the same question. Growth is expected. The financing is the test.
@pequityresearch @dylan522p One counter to the buildout skeptics: SemiAnalysis counts roughly 50 GW of global build underway. For $NVDA, the question is not whether the gigawatts exist. It is how many reach paying customers on time.
@KobeissiLetter SoftBank says the edge is moving from the model to the compute and the software around it. Read that next to $MSFT and $GOOGL reporting Wednesday. The earnings question is not who has the best model. It is who operates compute cheapest.
Vince | PortfolioFutu... @QijunVinceChen
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Cipher Digital @CipherInc
22K Followers 9 Following Cipher develops and operates industrial-scale data centers engineered for next-generation computing.
Applied Digital @APLDdigital
12K Followers 151 Following Applied Digital designs and operates high-performance AI data centers that turn power into progress. $APLD
TeraWulf @TeraWulfInc
20K Followers 331 Following The Power of Infrastructure ⚡️ #AI #HPC Infrastructure Developers | Transparent. Power-Advantaged. Industry-Leading | Publicly Traded, NASDAQ: WULF 🐺
Christian Darnton @CDarnton0
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Bill (Vitaliy) Kleyma... @QuadStack
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Meat Mitch @MeatMitch
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HPCwire @HPCwire
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SambaNova @SambaNovaAI
22K Followers 154 Following SambaNova is the fastest AI inference platform — running AI securely, profitably, and at scale, with ROI received at a remarkable speed that matters⚡
Cerebras @cerebras
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Varun Sivaram @vsiv
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Rich Miller @Tech_Journalism
6K Followers 1K Following Charting the future of data centers and cloud computing, and the innovations that will take us there. My interests: #datacenter #cloud #ai #IoT #edgecomputing
Data Center Frontier @dcfrontier
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DCD @dcdnews
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Erik Torenberg @eriktorenberg
168K Followers 4K Following General Partner @a16z. Positive-sum. Striving for a thousand year heart. Worldbuilding @mtslive @theacademysf @cosign
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Tripp Mickle @trippmickle
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Gavin Baker @GavinSBaker
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Bg2 Pod @BG2Pod
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Together AI @togethercompute
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Brad Gerstner @altcap
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The Grill Dads @thegrilldads
2K Followers 247 Following Meet Mark & Fey - aka The Grill Dads. Winner of Guy's Big Project. Hosts on Food Network and Today Show regulars. Beard and Handsome enthusiasts. @thegrilldads
Jeremy Yoder @madscientistbbq
6K Followers 36 Following I love science, barbecue, and weightlifting, among other things. Thank you for 770K on YouTube!
Tuffy Stone @tuffystone
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Pat LaFrieda @patlafrieda
12K Followers 573 Following CEO of Pat LaFrieda Meats | Butcher and Meat Purveyor to the Best Chefs and Restaurants in the country. Proud Veteran, Father and Author.
Jess Pryles @jesspryles
19K Followers 556 Following Boss at Hardcore Carnivore. Meat specialist, live fire cook, author. Meat Science grad student @ ISU. Australian by birth, Texan by choice.
Heath Riles @HeathRilesBBQ
21K Followers 1K Following 82x Grand Champion | 2025 & 2026 Memphis in May Grand Champion 🏆 | '22, 24, '25, & ‘26 Memphis in May Rib Champ | Award-Winning BBQ Products
Melissa Cookston @MelissaCookston
8K Followers 715 Following BBQ Hall of Fame, 7 time BBQ World Champion, Brand Ambassador-Prairie Fresh Pork https://t.co/VkJh6xJ2G2
Trung Phan @TrungTPhan
734K Followers 4K Following Write on business with @workweekinc. Building @bearlyai.
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64K Followers 134 Following Infinite games. Founder of The Generalist. Partner at Hummingbird.
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Investors.com @IBDinvestors
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The Transcript @TheTranscript_
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