According to @StockMKTNewz, AMD told investors at its Analyst Day that it expects annual data center revenue to reach $100 billion within the next five years, a headline that can drive positioning in AMD and AI semiconductor peers on AI compute demand expectations. Source: @StockMKTNewz on X, Nov 11, 2025, https://twitter.com/StockMKTNewz/status/1988343341407412612 Traders can monitor whether the headline shifts AI-linked sentiment in equities and AI-themed digital assets during U.S. hours, focusing on liquidity and momentum around AI infrastructure narratives. Source: @StockMKTNewz on X, Nov 11, 2025, https://twitter.com/StockMKTNewz/status/1988343341407412612

According to @StockMKTNewz, AMD's Data Center revenue reached $4.3 billion in the latest quarter, up from $610 million in Q1 2021 (source: @StockMKTNewz). That implies a $3.69 billion absolute increase and roughly a 7.0x expansion since 2021, with an annualized run-rate near $17.2 billion if the quarterly pace persists (source: @StockMKTNewz). The post does not include segment margin, guidance, or crypto-market read-throughs, so trading takeaways should be anchored strictly to the revenue figure cited (source: @StockMKTNewz).

According to @StockMKTNewz, ChatGPT launched in November 2022 and three years ago Intel’s data center business was larger than Nvidia’s, underscoring how quickly AI infrastructure leadership can change (source: @StockMKTNewz). For trading NVDA and INTC, the focus should be on quarterly data center segment trends, including revenue growth, mix, backlog, and supply commentary disclosed in company filings and earnings calls, because these metrics directly reflect the leadership rotation highlighted by the source (source: NVIDIA Investor Relations; Intel Investor Relations; @StockMKTNewz). This rapid AI cycle is relevant for crypto traders as well, since headline risk from AI leaders can influence cross-asset risk appetite that traders monitor alongside digital assets, even though no specific cryptocurrencies were mentioned in the source (source: @StockMKTNewz).

According to StockMKTNewz, Nvidia ($NVDA) reported a significant increase in Data Center revenue, reaching $39.1 billion, up sharply from $968 million in January 2020 (Source: StockMKTNewz on Twitter, May 28, 2025). This rapid growth is driven by soaring demand for AI hardware and infrastructure, which is central to powering decentralized applications and blockchain networks. Crypto traders should note that Nvidia's robust AI segment expansion strengthens the supply chain for GPU-dependent crypto mining and AI-integrated blockchain projects, influencing both NVDA stock performance and the broader cryptocurrency ecosystem.

According to @KobeissiLetter, Nvidia's data center revenue reached $35.6 billion, surpassing expectations of $34.1 billion, and its Q4 2024 EPS came in at $0.89, above the anticipated $0.84. This performance may positively influence the bull market sentiment as Nvidia's financial results outperform market forecasts, potentially impacting trading strategies and investor confidence.