[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @RihardJarc Rihard Jarc Rihard Jarc's name isn't mentioned in the provided tweets and news posts. The most important current events seem to be related to major tech companies like NVIDIA, Google, Microsoft, and Amazon, focusing on AI, cloud computing, and their investments in infrastructure. The key themes include the growing demand for AI computing power, the bottleneck in energy and data center space, and the competitive landscape among hyperscalers. ### Engagements: XXXXX [#](/creator/twitter::4765100357/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +3% - X Months XXXXXXXXXX +302% - X Year XXXXXXXXXX +30% ### Mentions: XX [#](/creator/twitter::4765100357/posts_active)  - X Week XX -XX% - X Month XXX +3.70% - X Months XXX +82% - X Year XXX +29% ### Followers: XXXXXX [#](/creator/twitter::4765100357/followers)  - X Week XXXXXX +0.21% - X Month XXXXXX +6.30% - X Months XXXXXX +39% - X Year XXXXXX +50% ### CreatorRank: XXXXXXX [#](/creator/twitter::4765100357/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) XXXXX% [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$googl](/topic/$googl) #2614, [$nvda](/topic/$nvda) #520, [nvda](/topic/nvda) #89, [ai](/topic/ai) 19.51%, [$googls](/topic/$googls) #1, [$amd](/topic/$amd) #28, [$amzn](/topic/$amzn) #52, [amzn](/topic/amzn) #1073, [googl](/topic/googl) #15, [tpu](/topic/tpu) #15 **Top accounts mentioned or mentioned by** [@alphasenseinc](/creator/undefined) [@analysisop](/creator/undefined) [@grumpygoose1337](/creator/undefined) [@dmckdani](/creator/undefined) [@babyyod59296514](/creator/undefined) [@aixbt_agent](/creator/undefined) [@analyse_bourse](/creator/undefined) [@readonlyup](/creator/undefined) [@govro12](/creator/undefined) [@theta_god](/creator/undefined) [@sharathtweets7](/creator/undefined) [@0xjeff](/creator/undefined) [@unumverum_](/creator/undefined) [@starship1109](/creator/undefined) [@jordansvic](/creator/undefined) [@alert_invest](/creator/undefined) [@dr_brownian](/creator/undefined) [@mangaman888](/creator/undefined) [@sachivm99](/creator/undefined) [@sanchopra20](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Intel Corporation (INTC)](/topic/$intc) [Taiwan Semiconductor (TSM)](/topic/$tsm) ### Top Social Posts Top posts by engagements in the last XX hours "A very informative interview with an $AMD employee on the ASIC vs $NVDA battle and $GOOGL's TPUs: X. In the case of the $GOOGL / $AVGO TPU relationship he thinks that $AVGO doesn't know everything about the chip anymore. In the first two generations they collaborated on the design but at this point his understanding is that $GOOGL now handles XXX% of the design and $AVGO serves as the backend physical design partner. In other words the frontend of the design the actual RTL of the design is designed by $GOOGL. X. $NVDA has the highest margin (in the 70s). When it comes to $AVGO if they are" [X Link](https://x.com/RihardJarc/status/1989356949591204313) 2025-11-14T15:37Z 68.7K followers, 288.4K engagements "$GOOGL is pushing suppliers to speed up AI server deliveries due to the Gemini X surge in usage. The key thing for $GOOGL in 2026 will be how much they can push and expand (maybe even with $INTC) their TPU supply chain" [X Link](https://x.com/RihardJarc/status/1996236294255452374) 2025-12-03T15:13Z 68.7K followers, 55.7K engagements "$MSFT's Satya is saying that compute is not the bottleneck but energy and data center space is. In fact the problem he has is that he has a surplus of GPUs right now sitting which he can't use (glut). He is also saying he doesn't want to over buy one generation of $NVDA GPUs. (as each year a new much more capable GPU is coming out). Hint: usefulness of life of GPUs. I have been saying this for some time now" [X Link](https://x.com/RihardJarc/status/1984588629570724146) 2025-11-01T11:49Z 68.7K followers, 1.5M engagements "A really insightful interview with a Former $GOOGL Cloud employee on TPUs: X. In the short term he expects that TPUs will continue to be used by $GOOGL's own internal needs (Gemini Search etc.) but sooner or later he expects $GOOGL to start selling them externally. X. He thinks the strategy will be similar to $NVDA where $GOOGL would apply TPUs to other hosters (not hyperscalers). In his view out of all the options on the market today TPUs are the closest alternative to $NVDA GPUs. X. TPUs and GPUs are very different; they are a substitute for around XX% of the workloads today and over time" [X Link](https://x.com/RihardJarc/status/1987888948375363726) 2025-11-10T14:23Z 68.7K followers, 185.2K engagements "$GOOGL TPUs are facing the $TSM CoWoS bottleneck. Every ASIC will face this problem. That is great for both $NVDA and $AMD and for $GOOGL $AMZN and others forming a better chip supply chain relationship will become priority number X. For now everything stops at $TSM" [X Link](https://x.com/RihardJarc/status/1996956847052378181) 2025-12-05T14:56Z 68.7K followers, 79K engagements "$GOOGL has a strategic decision to make right now when it comes to TPUs as they offer similar performance and significant better TCO than $NVDA's Blackwell: X. Believe they can continue to dominate and have SOTA Gemini AI models and keep all the TPU capacity mostly to themselves. At the same time undercut the market pricing at the model layer and destroy the competition there. X. Start selling TPUs externally to clients (building up a chip business) to start to get the JAX ecosystem going but with it help their competitors both on the cloud and AI model layer as they are able to negotiate" [X Link](https://x.com/RihardJarc/status/1994753300302909767) 2025-11-29T13:00Z 68.7K followers, 62.5K engagements "From reading the whole interview I didn't read it that way. More like $NVDA getting ready for the on-device (edge AI) period. We always had supercomputers that were more capable than the "normal" accelerators but the TAM was the biggest with "normal accelerators" not the supercomputers" [X Link](https://x.com/RihardJarc/status/1996942700226990103) 2025-12-05T14:00Z 68.7K followers, 4358 engagements "Some interesting comments from a Former $GOOGL employee who worked on chips on the TPU/ $NVDA debate: X. According to him $GOOGL's TPUs are from 25-30% to 2x better compared to $NVDA depending on the AI use-case. X. He mentions that TPUs are not just built for inference but for both training and inference. The last generation V6 Ironwood is more specifically built for inference but the prior designs were built for both. X. He mentions that there are currently customers who actively use $GOOGL TPUs for both training and inference. The data that he saw says that TPUs have a 2-4% market share in" [X Link](https://x.com/RihardJarc/status/1973031724645831000) 2025-09-30T14:26Z 68.7K followers, 197.3K engagements "The hurdles for $META and xAI to adopt $GOOGL TPUs seems very low as $META was already using TPUs back in 2020 so they know JAX + xAI currently switching between PyTorch and JAX" [X Link](https://x.com/RihardJarc/status/1994415498692346021) 2025-11-28T14:38Z 68.7K followers, 41.8K engagements "$AMZN AWS and $GOOGL Cloud just partnered on Cross-Cloud Interconnect. This news is really huge but most will miss it because they don't understand it. As I wrote in my article a few days ago one of the biggest hurdles to $GOOGL TPU adoption is the cost and hassle of moving data between cloud providers" [X Link](https://x.com/RihardJarc/status/1995492050226065572) 2025-12-01T13:55Z 68.7K followers, 122.1K engagements "I just published my $GOOGL TPU deep dive. X. Performance numbers TPU vs $NVDA (Former $GOOGL employees customers and competitors weigh in) X. Why the TPU is $GOOGL's most important moat for the next XX years X. Why $GOOGL will save +$40B in CapEx next year because of the TPU X. Gemini X and the changes that are coming to the industry and much more. There aren't many comprehensive articles out there covering this topic so I hope you enjoy reading it as much as I enjoyed researching it" [X Link](https://x.com/RihardJarc/status/1992956606309429580) 2025-11-24T14:00Z 68.7K followers, 630K engagements "Ilya Sutskever just said that when it comes to AI models we are back at the age of research & ending the age of scaling. What he is telling us is that more compute at this point won't help us get much better models; we need new breakthroughs. Not something that the semi companies like $NVDA $AMD want to hear TBH" [X Link](https://x.com/RihardJarc/status/1993381052207739287) 2025-11-25T18:07Z 68.7K followers, 357.1K engagements "$AMZN rolling out its custom ASIC Trainium X. Trainium X (3nm chip) vs Trainium 2: -4X better energy efficiency 4.4x more performance and 4x more memory. -Scales up to XXX chips delivering XXX FP8 PFLOPs & 4x lower latency. Interesting claim: "Customers reducing training costs by up to XX% compared to alternatives." $AMZN also gave us a hint at Trainium 4: - at least 6x the performance (FP4) 3x performance (FP8) 4x more memory bandwidth than Tr3. It's clear $AMZN will continue to invest heavily in Trainium as it allows $AMZN to maintain the healthy margins on AI workloads that it had in the" [X Link](https://x.com/RihardJarc/status/1995946414371733696) 2025-12-02T20:01Z 68.7K followers, 31.4K engagements "$META potentially cutting the metaverse spend by 30%. A great move by Zuck. Given the size of the AI spend you can't stretch the company on two fronts. AI is here and the ROI is clearer. The only thing worth investing in the "metaverse" at this point are the smart glasses" [X Link](https://x.com/RihardJarc/status/1996597510635126898) 2025-12-04T15:08Z 68.7K followers, 27.3K engagements "$NVDA's Jensen said that in XX years the energy needed for most AI will be minuscule. We will have AI running on all kinds of things. The question then becomes how much do you want to invest in an AI data center CapEx today when in XX years it might not be needed anymore for the most economically valuable things Are we talking about a Mainframe/PC reality in XX years" [X Link](https://x.com/RihardJarc/status/1996931650626744624) 2025-12-05T13:16Z 68.7K followers, 168.2K engagements "The interest in $GOOGL's GCP is surging. More and more companies are looking for developers familiar with GCP. GCP will be the biggest winner of the AI cloud era. found on Revealera" [X Link](https://x.com/RihardJarc/status/1996995384313356796) 2025-12-05T17:29Z 68.7K followers, 24.5K engagements "Its interesting that you dont see $NVDA posting something like this when $AMD puts out their products and lands big deals. But when it comes to $GOOGL TPUs they always jump. Quite telling" [X Link](https://x.com/RihardJarc/status/1993387871513030948) 2025-11-25T18:34Z 68.7K followers, 59K engagements "For those thinking that $GOOGL TPUs are far away from $NVDA Blackwell in terms of performance SemiAnalysis just published this: "We believe that despite lower marketed peak FLOPs TPUs can reach higher realized Model FLOP Utilization (MFU) than Blackwell which translates into higher effective FLOPs for Ironwood. A major reason is that marketed GPU FLOPs from Nvidia and AMD are significantly inflated." If you go to TCO the TPUv7 advantage is even bigger" [X Link](https://x.com/RihardJarc/status/1994407300468035709) 2025-11-28T14:05Z 68.7K followers, 119.8K engagements "@GrumpyGoose1337 Aws is almost flat while Azure slight uptick but much smaller than this" [X Link](https://x.com/RihardJarc/status/1996997985041867072) 2025-12-05T17:39Z 68.7K followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@RihardJarc Rihard Jarc
Rihard Jarc's name isn't mentioned in the provided tweets and news posts. The most important current events seem to be related to major tech companies like NVIDIA, Google, Microsoft, and Amazon, focusing on AI, cloud computing, and their investments in infrastructure. The key themes include the growing demand for AI computing power, the bottleneck in energy and data center space, and the competitive landscape among hyperscalers.
Engagements: XXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +3%
- X Months XXXXXXXXXX +302%
- X Year XXXXXXXXXX +30%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +3.70%
- X Months XXX +82%
- X Year XXX +29%
Followers: XXXXXX #
- X Week XXXXXX +0.21%
- X Month XXXXXX +6.30%
- X Months XXXXXX +39%
- X Year XXXXXX +50%
CreatorRank: XXXXXXX #
Social Influence
Social category influence technology brands XXXXX% stocks XXXXX% finance XXXX% countries XXXX%
Social topic influence $googl #2614, $nvda #520, nvda #89, ai 19.51%, $googls #1, $amd #28, $amzn #52, amzn #1073, googl #15, tpu #15
Top accounts mentioned or mentioned by @alphasenseinc @analysisop @grumpygoose1337 @dmckdani @babyyod59296514 @aixbt_agent @analyse_bourse @readonlyup @govro12 @theta_god @sharathtweets7 @0xjeff @unumverum_ @starship1109 @jordansvic @alert_invest @dr_brownian @mangaman888 @sachivm99 @sanchopra20
Top assets mentioned Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Amazon.com, Inc. (AMZN) Metadium (META) Broadcom, Inc. (AVGO) Intel Corporation (INTC) Taiwan Semiconductor (TSM)
Top Social Posts
Top posts by engagements in the last XX hours
"A very informative interview with an $AMD employee on the ASIC vs $NVDA battle and $GOOGL's TPUs: X. In the case of the $GOOGL / $AVGO TPU relationship he thinks that $AVGO doesn't know everything about the chip anymore. In the first two generations they collaborated on the design but at this point his understanding is that $GOOGL now handles XXX% of the design and $AVGO serves as the backend physical design partner. In other words the frontend of the design the actual RTL of the design is designed by $GOOGL. X. $NVDA has the highest margin (in the 70s). When it comes to $AVGO if they are"
X Link 2025-11-14T15:37Z 68.7K followers, 288.4K engagements
"$GOOGL is pushing suppliers to speed up AI server deliveries due to the Gemini X surge in usage. The key thing for $GOOGL in 2026 will be how much they can push and expand (maybe even with $INTC) their TPU supply chain"
X Link 2025-12-03T15:13Z 68.7K followers, 55.7K engagements
"$MSFT's Satya is saying that compute is not the bottleneck but energy and data center space is. In fact the problem he has is that he has a surplus of GPUs right now sitting which he can't use (glut). He is also saying he doesn't want to over buy one generation of $NVDA GPUs. (as each year a new much more capable GPU is coming out). Hint: usefulness of life of GPUs. I have been saying this for some time now"
X Link 2025-11-01T11:49Z 68.7K followers, 1.5M engagements
"A really insightful interview with a Former $GOOGL Cloud employee on TPUs: X. In the short term he expects that TPUs will continue to be used by $GOOGL's own internal needs (Gemini Search etc.) but sooner or later he expects $GOOGL to start selling them externally. X. He thinks the strategy will be similar to $NVDA where $GOOGL would apply TPUs to other hosters (not hyperscalers). In his view out of all the options on the market today TPUs are the closest alternative to $NVDA GPUs. X. TPUs and GPUs are very different; they are a substitute for around XX% of the workloads today and over time"
X Link 2025-11-10T14:23Z 68.7K followers, 185.2K engagements
"$GOOGL TPUs are facing the $TSM CoWoS bottleneck. Every ASIC will face this problem. That is great for both $NVDA and $AMD and for $GOOGL $AMZN and others forming a better chip supply chain relationship will become priority number X. For now everything stops at $TSM"
X Link 2025-12-05T14:56Z 68.7K followers, 79K engagements
"$GOOGL has a strategic decision to make right now when it comes to TPUs as they offer similar performance and significant better TCO than $NVDA's Blackwell: X. Believe they can continue to dominate and have SOTA Gemini AI models and keep all the TPU capacity mostly to themselves. At the same time undercut the market pricing at the model layer and destroy the competition there. X. Start selling TPUs externally to clients (building up a chip business) to start to get the JAX ecosystem going but with it help their competitors both on the cloud and AI model layer as they are able to negotiate"
X Link 2025-11-29T13:00Z 68.7K followers, 62.5K engagements
"From reading the whole interview I didn't read it that way. More like $NVDA getting ready for the on-device (edge AI) period. We always had supercomputers that were more capable than the "normal" accelerators but the TAM was the biggest with "normal accelerators" not the supercomputers"
X Link 2025-12-05T14:00Z 68.7K followers, 4358 engagements
"Some interesting comments from a Former $GOOGL employee who worked on chips on the TPU/ $NVDA debate: X. According to him $GOOGL's TPUs are from 25-30% to 2x better compared to $NVDA depending on the AI use-case. X. He mentions that TPUs are not just built for inference but for both training and inference. The last generation V6 Ironwood is more specifically built for inference but the prior designs were built for both. X. He mentions that there are currently customers who actively use $GOOGL TPUs for both training and inference. The data that he saw says that TPUs have a 2-4% market share in"
X Link 2025-09-30T14:26Z 68.7K followers, 197.3K engagements
"The hurdles for $META and xAI to adopt $GOOGL TPUs seems very low as $META was already using TPUs back in 2020 so they know JAX + xAI currently switching between PyTorch and JAX"
X Link 2025-11-28T14:38Z 68.7K followers, 41.8K engagements
"$AMZN AWS and $GOOGL Cloud just partnered on Cross-Cloud Interconnect. This news is really huge but most will miss it because they don't understand it. As I wrote in my article a few days ago one of the biggest hurdles to $GOOGL TPU adoption is the cost and hassle of moving data between cloud providers"
X Link 2025-12-01T13:55Z 68.7K followers, 122.1K engagements
"I just published my $GOOGL TPU deep dive. X. Performance numbers TPU vs $NVDA (Former $GOOGL employees customers and competitors weigh in) X. Why the TPU is $GOOGL's most important moat for the next XX years X. Why $GOOGL will save +$40B in CapEx next year because of the TPU X. Gemini X and the changes that are coming to the industry and much more. There aren't many comprehensive articles out there covering this topic so I hope you enjoy reading it as much as I enjoyed researching it"
X Link 2025-11-24T14:00Z 68.7K followers, 630K engagements
"Ilya Sutskever just said that when it comes to AI models we are back at the age of research & ending the age of scaling. What he is telling us is that more compute at this point won't help us get much better models; we need new breakthroughs. Not something that the semi companies like $NVDA $AMD want to hear TBH"
X Link 2025-11-25T18:07Z 68.7K followers, 357.1K engagements
"$AMZN rolling out its custom ASIC Trainium X. Trainium X (3nm chip) vs Trainium 2: -4X better energy efficiency 4.4x more performance and 4x more memory. -Scales up to XXX chips delivering XXX FP8 PFLOPs & 4x lower latency. Interesting claim: "Customers reducing training costs by up to XX% compared to alternatives." $AMZN also gave us a hint at Trainium 4: - at least 6x the performance (FP4) 3x performance (FP8) 4x more memory bandwidth than Tr3. It's clear $AMZN will continue to invest heavily in Trainium as it allows $AMZN to maintain the healthy margins on AI workloads that it had in the"
X Link 2025-12-02T20:01Z 68.7K followers, 31.4K engagements
"$META potentially cutting the metaverse spend by 30%. A great move by Zuck. Given the size of the AI spend you can't stretch the company on two fronts. AI is here and the ROI is clearer. The only thing worth investing in the "metaverse" at this point are the smart glasses"
X Link 2025-12-04T15:08Z 68.7K followers, 27.3K engagements
"$NVDA's Jensen said that in XX years the energy needed for most AI will be minuscule. We will have AI running on all kinds of things. The question then becomes how much do you want to invest in an AI data center CapEx today when in XX years it might not be needed anymore for the most economically valuable things Are we talking about a Mainframe/PC reality in XX years"
X Link 2025-12-05T13:16Z 68.7K followers, 168.2K engagements
"The interest in $GOOGL's GCP is surging. More and more companies are looking for developers familiar with GCP. GCP will be the biggest winner of the AI cloud era. found on Revealera"
X Link 2025-12-05T17:29Z 68.7K followers, 24.5K engagements
"Its interesting that you dont see $NVDA posting something like this when $AMD puts out their products and lands big deals. But when it comes to $GOOGL TPUs they always jump. Quite telling"
X Link 2025-11-25T18:34Z 68.7K followers, 59K engagements
"For those thinking that $GOOGL TPUs are far away from $NVDA Blackwell in terms of performance SemiAnalysis just published this: "We believe that despite lower marketed peak FLOPs TPUs can reach higher realized Model FLOP Utilization (MFU) than Blackwell which translates into higher effective FLOPs for Ironwood. A major reason is that marketed GPU FLOPs from Nvidia and AMD are significantly inflated." If you go to TCO the TPUv7 advantage is even bigger"
X Link 2025-11-28T14:05Z 68.7K followers, 119.8K engagements
"@GrumpyGoose1337 Aws is almost flat while Azure slight uptick but much smaller than this"
X Link 2025-12-05T17:39Z 68.7K followers, XXX engagements