mapping the chain…
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Delayed market data for orientation only — verify before relying on it.
AMD AI CPU Super Cycle: Server TAM $120B by 2030, Q2 Server Rev +70% YoY
“AI data center power demand growth benefits merchant power generators with grid-adjacent nuclear/gas capacity.”
Oracle Plans $70B AI Spending After Cloud Revenue Jumps 93%
“Vistra's Texas and PJM power assets sit adjacent to major data center growth corridors.”
Educational analysis only — not financial advice.