Joshua Bazar

Solutions Architect @Dell. Technology Enthusiast. All views expressed are my own.

[Joshua Bazar @BazarJosh]

@SawyerMerritt @SpaceX 10 on Fidelity, asked for more.

[Joshua Bazar @BazarJosh]

@NVIDIAGeForce #RTXPowersPlay

[Elon Musk @elonmusk]

Step 1: Buy a sh*tload of GPUs
Step 2: ?
Step 3: Profit

[Sawyer Merritt @SawyerMerritt]

Anthropic and Google are now paying @SpaceX a combined $2.17 billon per month for compute capacity. That's a revenue run rate of $26 billion per year. BIG MONEY.

[Sawyer Merritt @SawyerMerritt]

SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing.

"On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.

After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."

[Joshua Bazar @BazarJosh]

“Though the future is a product of every present that precedes it, tomorrow does not belong to today. To live is to imagine ourselves in the future. And there we inevitably arrive. Yet our place in said future may not be the one we envision.”
— Kobo Abe, In Search of the Present

[Joshua Bazar @BazarJosh]

@NVIDIAGeForce #RTXPowersPlay

[Michael Dell 🇺🇸 @MichaelDell]

A big day for the future of Storage https://t.co/xZCNn5KsAE

[Michael Dell 🇺🇸 @MichaelDell]

Demand continues to accelerate with record results across all areas of our business:

Revenue: $43.8B ⬆️88% YoY
ISG Revenue: $29.0B ⬆️181% YoY
AI Servers Revenue: $16.1B ⬆️757% YoY
Traditional Servers & Networking: $8.5B ⬆️92% YoY
Storage Revenue: $4.3B ⬆️8% YoY
ISG Op Inc: $3.1B ⬆️206% YoY
AI Orders: $24.4B
AI Backlog: $51.3B
CSG Revenue: $14.6B ⬆️17% YoY
CSG Op Inc: $1.2B ⬆️79% YoY
Diluted EPS: $5.24 ⬆️282% YoY
Non-GAAP Diluted EPS: $4.86 ⬆️214% YoY
Q1 Cash Flow from Ops: $4.1B

During the quarter, we returned $2.1 billion to shareholders through share repurchases and dividends.

For FY'27, we now expect total company revenues to grow to $167B and EPS to grow by 74%.

Last week at Dell Technologies World, we explained more about the massive AI buildout: https://t.co/fhkf2vVDjE

Grateful to our customers, partners, and the @Dell team who make this all happen. Onward! 🙏🚀

#PlayNiceButWin

[Joshua Bazar @BazarJosh]

@EpicGames I know I've been on X for too long when the first thing I see when skimming this post is "DOGE" and "MAGA," not "Dodge" and "MEGA" 😭

[Tesla North America @tesla_na]

Model Y is the most efficient electric SUV in the US

Greater efficiency = lower charging costs = saving you $$$

[OpenAI @OpenAI]

Windows users, this one’s for you.

Computer use now works on Windows, so Codex can take action on your Windows computer.

And with Windows support for Codex in the ChatGPT mobile app, you can start, review, and steer tasks on the go while work continues on your Windows machine.

An early experience, but we’re working on more ways to keep your work moving, wherever you are.

[Brad Gerstner @altcap]

Make sure every child under 18 & their families that u know download their @TrumpAccounts app today! All kids under 2 get $1000! Most kids 2-10 at least $250! And kids 10-17 a free lifetime 401k like acct that employers & others will add $$ to! Every child a shareholder! 🇺🇸🚀

[Spaceflight Now @SpaceflightNow]

Here's our video of the explosion at Launch Complex 36. It happened about 9 pm ET (0100 UTC) as Blue Origin was beginning a static fire test of its New Glenn rocket.

Watch live views: https://t.co/tm2wZQmAVD

[NASA Administrator Jared Isaacman @NASAAdmin]

The near impossible is becoming possible.

We are building toward a sustained human presence at the lunar South Pole. It begins with Phase 1: CLPS landers and LTV rovers testing the “science of survival” on the lunar surface before heavy HLS cargo landers deliver the mass and infrastructure needed for an enduring presence.

We are building the Moon Base for all we will learn, the innovation that will improve life on Earth, the inspiration for the next generation of explorers, and to master the skills needed for where we will inevitably go next...Mars.

The Golden Age of lunar exploration has begun.

[Joshua Bazar @BazarJosh]

@nyxxiana @SawyerMerritt Any tax should be usage-based, not a fixed, arbitrary value.

[Joshua Bazar @BazarJosh]

@Drizzt3124 @SawyerMerritt I drive about half as much as you do annually. Any tax (state or federal) should scale with usage, just like the gas tax.

[Joshua Bazar @BazarJosh]

@NVIDIAGeForce #007FirstLightRTX 🤞