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One chart. Six companies. One loser. SK Hynix margins β€” 12% to 72%. +60pp. Micron β€” 22% to 69%. +47pp. Samsung memory β€” 18% to 65.7%. +47pp. NVIDIA β€” 28% to 65%. +37pp. TSMC β€” 40% to 58%. Structurally
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Semiconductor revenue hitting $1.3 trillion in 2026. Fastest growth in two decades. DRAM prices up 125%. NAND up 234%. No relief until 2027. Every wafer making AI memory is a wafer not making your pho
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Nvidia just crossed $5 trillion market cap again. This is not hype. This is infrastructure dominance. Every major AI company depends on Nvidia. They are not competing in AI. They are powering it.
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Most people think AI is just a chatbot. Jensen Huang sees it as a five layer cake. Energy. Chips. Software. Models. Applications. America currently leads in all five. Lose one layer β€” the entire stack
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Jensen Huang on China chip bans β€” "That's lunacy." China has the energy. The talent. The algorithms. Ban chips and they build their own stack. On Huawei. Who wins then?
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Anthropic built an AI so good at hacking they refused to release it. In weeks it found thousands of flaws β€” in every OS, every browser. One flaw was 27 years old. 5 million automated tests missed it.
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Anthropic just signed its biggest compute deal ever. Revenue β€” $9B to $30B in 6 months. Google. Broadcom. Multiple gigawatts. 2027. OpenAI raised more. Anthropic grew faster.
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Samsung Q1 2026 β€” $37.9 billion operating profit. Analysts expected $27B. They delivered $37.9B. 8x higher than last year. Memory prices up nearly 100% in one quarter. A year ago their CEO publicly ap
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A leaked OpenAI cap table just went viral. Microsoft β€” $13B in, $228B now. 17.6x. Early angels β€” $10M in, $1.4B now. 140x. NVIDIA β€” $30B in, $29.6B now. Underwater. Sam Altman β€” CEO of $852B company.
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Breaking. OpenAI just closed $122B at an $852B valuation. Amazon. NVIDIA. SoftBank. Microsoft. All in. Still not profitable. IPO coming. Most important company ever built β€” or most expensive bet in hi
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The Iran war started February 28th. The AI industry is quietly panicking. Qatar's helium supply β€” stopped. Israel controls 66% of global bromine. Strait of Hormuz closed β€” Taiwan's chip energy at risk
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Save this. Every video we make traces back to this map. The AI industry is not just ChatGPT and NVIDIA. It is 8 layers of hardware, software, power, memory and networking β€” each one a chokepoint worth
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About @theaistack_

AI - Infrastructure/Economics/Geopolitics is a Instagram growing creator in the Tech category. With 21 followers and 12 posts, theaistack_'s account shows a follower-to-following ratio of N/A:1. View all content anonymously on Pictame - no login required.

theaistack_'s engagement rate sits at 53.97%. That's 979% above what you'd typically see for accounts with 1K-10K followers (average 5%) β€” a sign of a genuinely connected audience.

Out of the last 12 posts, 100% are videos and 0% are photos. Content shows up about every 4 days. Captions lean moderate, averaging 282 characters.

53.97% engagement rate β€” 979% above average for 1K-10K follower accounts.
Posts about every 4 days.

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@theaistack_

AI - Infrastructure/Economics/Geopolitics

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