[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.] #  @SemiAnalysis_ SemiAnalysis SemiAnalysis posts on X about gpu, inference, token, meta the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1745106082790318080/interactions)  - X Week XXXXXXX +217% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +225% - X Year XXXXXXXXX +5,341% ### Mentions: XX [#](/creator/twitter::1745106082790318080/posts_active)  - X Months XX +340% - X Year XX +825% ### Followers: XXXXXX [#](/creator/twitter::1745106082790318080/followers)  - X Week XXXXXX +5.70% - X Month XXXXXX +12% - X Months XXXXXX +203% - X Year XXXXXX +1,450% ### CreatorRank: XXXXXXX [#](/creator/twitter::1745106082790318080/influencer_rank)  ### Social Influence [#](/creator/twitter::1745106082790318080/influence) --- **Social category influence** [technology brands](/list/technology-brands) [stocks](/list/stocks) [countries](/list/countries) [travel destinations](/list/travel-destinations) **Social topic influence** [gpu](/topic/gpu) #273, [inference](/topic/inference), [token](/topic/token), [meta](/topic/meta), [huawei](/topic/huawei), [cto](/topic/cto), [llm](/topic/llm), [mining](/topic/mining), [$3436t](/topic/$3436t), [faster](/topic/faster) ### Top Social Posts [#](/creator/twitter::1745106082790318080/posts) --- Top posts by engagements in the last XX hours "Link to the full piece on meta where we break down what went wrong with llama4 bemoth meta's new Datacenter strategy and what changes they r making to prevent another llama4 bemoth disaster 2/2"  [@SemiAnalysis_](/creator/x/SemiAnalysis_) on [X](/post/tweet/1944813008078946532) 2025-07-14 17:35:28 UTC 26K followers, 10.8K engagements "Huawei works XXX to try to defeat the CUDA moat @AnushElangovan (AMD AI Tzar) works XXX to try to defeat the CUDA moat but NVIDIA Ian Buck (Inventor of CUDA) works XX days in a week to defend the CUDA Moat (VTuber Edition)"  [@SemiAnalysis_](/creator/x/SemiAnalysis_) on [X](/post/tweet/1945982887393956263) 2025-07-17 23:04:09 UTC 26K followers, 5545 engagements "Zucc confirms that they are building multiple GW clusters. 1000MW Prometheus will come online in 2026 and Hyperion will be built in phases and be able to scale to 5000MW+. For context the largest H100/H200 clusters operational today is only 150-200MW. Link to full article below 👇 1/2"  [@SemiAnalysis_](/creator/x/SemiAnalysis_) on [X](/post/tweet/1944813006669668609) 2025-07-14 17:35:28 UTC 26K followers, 162K engagements "CoreWeave CTO breaks his neck with ClusterMAX GPU Cloud Award"  [@SemiAnalysis_](/creator/x/SemiAnalysis_) on [X](/post/tweet/1945245042169536537) 2025-07-15 22:12:13 UTC 26K followers, 39.8K engagements "One of the major technology innovations that has enabled LLM training and inference and a fundamental component of NVIDIAs datacenter GPUs was actually partially invented by AMD. Click below to read more. 1/5"  [@SemiAnalysis_](/creator/x/SemiAnalysis_) on [X](/post/tweet/1940462967168159922) 2025-07-02 17:29:58 UTC 26K followers, 49.5K engagements "Theres a lot of fear mongering surrounding high purity quartz (HPQ) and Spruce Pine NC following the devastating flooding from Hurricane Helene The area contains the purest form of natural quartz but the significance of supply disruptions from the mines is exaggerated 1/8"  [@SemiAnalysis_](/creator/x/SemiAnalysis_) on [X](/post/tweet/1840871017746698617) 2024-09-30 21:47:07 UTC 26K followers, 426.9K engagements "First - inventory levels for raw wafer companies are currently low but even then theres X months of DIO at Globalwafers and Siltronic and X months of DIO at SUMCO. Existing inventory is a buffer. Can mining activities restart within X months Probably. 2/8"  [@SemiAnalysis_](/creator/x/SemiAnalysis_) on [X](/post/tweet/1840871027204899186) 2024-09-30 21:47:09 UTC 26K followers, 30.8K engagements "Happy 4th July Speed is the Moat & @AnushElangovan & his team Keeps Running Faster & Faster. Still lots of areas where ROCm has gaps but many are already closing"  [@SemiAnalysis_](/creator/x/SemiAnalysis_) on [X](/post/tweet/1941239842328936797) 2025-07-04 20:56:59 UTC 26K followers, 62.5K engagements "In addition to X platform exclusive content we will also be posting platform exclusive content & insights on Xiaohongshu about GPUs & the AI industry GPU AI Link below to our XHS page👇"  [@SemiAnalysis_](/creator/x/SemiAnalysis_) on [X](/post/tweet/1945715221957583074) 2025-07-17 05:20:33 UTC 26K followers, 9561 engagements "The modern factory is an AI token factory. Raw Silicon electricity and water comes into a Datacenter and what comes out is intelligence (in the form of tokens). Our AI Token Factory Economic Stacks tracks the gross margins profits and efficiency at each layer of the stack from the neoclouds to inference API providers to the application layer (agents code editors etc): - Neoclouds convert power and silicon into rentable SLURM/Kubernetes/ssh GPU clusters - Inference API providers turn GPU clusters into tokens - Application layer turn tokens into productivity"  [@SemiAnalysis_](/creator/x/SemiAnalysis_) on [X](/post/tweet/1942261868258799702) 2025-07-07 16:38:09 UTC 26K followers, 29.7K engagements "DeepSeek Debrief: XXX Days Later Traffic and User Zombification GPU Rich Western Neoclouds Token Economics (Tokenomics) Sets the Competitive Landscape"  [@SemiAnalysis_](/creator/x/SemiAnalysis_) on [X](/post/tweet/1940867535366488300) 2025-07-03 20:17:34 UTC 26K followers, 174.7K engagements "The US has signed two landmark agreements with the United Arab Emirates and Kingdom of Saudi Arabia (KSA) that that will noticeably shift the balance of power. The deals have economic geopolitical and national security implications and taken together we believe these bilateral deals reinforce Americas claim to AI leadership. They also raise real concerns but none that the US cant address. These deals do not weaken compute availability for the US rather they strengthen them. We believe that these agreements are transformative and set to take AI infrastructure accessible to American AI to the"  [@SemiAnalysis_](/creator/x/SemiAnalysis_) on [X](/post/tweet/1945311173219369359) 2025-07-16 02:35:00 UTC 26K followers, 18K engagements "The OpenAI open source model is going to be really really good🍓"  [@SemiAnalysis_](/creator/x/SemiAnalysis_) on [X](/post/tweet/1945251146823524432) 2025-07-15 22:36:29 UTC 26K followers, 267.6K engagements "ClusterMAX billboard is in NYC Times Square today. SemiAnalysis' ClusterMAX is the premier GPU cloud rating system covering 90%+ of the market by rental GPUs volume. We test and assess across X evaluation categories from security to networking performance to pricing model to health checks etc. Full Article linked below 👇"  [@SemiAnalysis_](/creator/x/SemiAnalysis_) on [X](/post/tweet/1942691758812651923) 2025-07-08 21:06:23 UTC 26K followers, 53.1K 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.]
@SemiAnalysis_ SemiAnalysis
SemiAnalysis posts on X about gpu, inference, token, meta the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX +217%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +225%
- X Year XXXXXXXXX +5,341%
Mentions: XX #
- X Months XX +340%
- X Year XX +825%
Followers: XXXXXX #
- X Week XXXXXX +5.70%
- X Month XXXXXX +12%
- X Months XXXXXX +203%
- X Year XXXXXX +1,450%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence technology brands stocks countries travel destinations
Social topic influence gpu #273, inference, token, meta, huawei, cto, llm, mining, $3436t, faster
Top Social Posts #
Top posts by engagements in the last XX hours
"Link to the full piece on meta where we break down what went wrong with llama4 bemoth meta's new Datacenter strategy and what changes they r making to prevent another llama4 bemoth disaster 2/2"
@SemiAnalysis_ on X 2025-07-14 17:35:28 UTC 26K followers, 10.8K engagements
"Huawei works XXX to try to defeat the CUDA moat @AnushElangovan (AMD AI Tzar) works XXX to try to defeat the CUDA moat but NVIDIA Ian Buck (Inventor of CUDA) works XX days in a week to defend the CUDA Moat (VTuber Edition)" @SemiAnalysis_ on X 2025-07-17 23:04:09 UTC 26K followers, 5545 engagements
"Zucc confirms that they are building multiple GW clusters. 1000MW Prometheus will come online in 2026 and Hyperion will be built in phases and be able to scale to 5000MW+. For context the largest H100/H200 clusters operational today is only 150-200MW. Link to full article below 👇 1/2" @SemiAnalysis_ on X 2025-07-14 17:35:28 UTC 26K followers, 162K engagements
"CoreWeave CTO breaks his neck with ClusterMAX GPU Cloud Award" @SemiAnalysis_ on X 2025-07-15 22:12:13 UTC 26K followers, 39.8K engagements
"One of the major technology innovations that has enabled LLM training and inference and a fundamental component of NVIDIAs datacenter GPUs was actually partially invented by AMD. Click below to read more. 1/5" @SemiAnalysis_ on X 2025-07-02 17:29:58 UTC 26K followers, 49.5K engagements
"Theres a lot of fear mongering surrounding high purity quartz (HPQ) and Spruce Pine NC following the devastating flooding from Hurricane Helene The area contains the purest form of natural quartz but the significance of supply disruptions from the mines is exaggerated 1/8" @SemiAnalysis_ on X 2024-09-30 21:47:07 UTC 26K followers, 426.9K engagements
"First - inventory levels for raw wafer companies are currently low but even then theres X months of DIO at Globalwafers and Siltronic and X months of DIO at SUMCO. Existing inventory is a buffer. Can mining activities restart within X months Probably. 2/8" @SemiAnalysis_ on X 2024-09-30 21:47:09 UTC 26K followers, 30.8K engagements
"Happy 4th July Speed is the Moat & @AnushElangovan & his team Keeps Running Faster & Faster. Still lots of areas where ROCm has gaps but many are already closing" @SemiAnalysis_ on X 2025-07-04 20:56:59 UTC 26K followers, 62.5K engagements
"In addition to X platform exclusive content we will also be posting platform exclusive content & insights on Xiaohongshu about GPUs & the AI industry GPU AI Link below to our XHS page👇" @SemiAnalysis_ on X 2025-07-17 05:20:33 UTC 26K followers, 9561 engagements
"The modern factory is an AI token factory. Raw Silicon electricity and water comes into a Datacenter and what comes out is intelligence (in the form of tokens). Our AI Token Factory Economic Stacks tracks the gross margins profits and efficiency at each layer of the stack from the neoclouds to inference API providers to the application layer (agents code editors etc): - Neoclouds convert power and silicon into rentable SLURM/Kubernetes/ssh GPU clusters - Inference API providers turn GPU clusters into tokens - Application layer turn tokens into productivity" @SemiAnalysis_ on X 2025-07-07 16:38:09 UTC 26K followers, 29.7K engagements
"DeepSeek Debrief: XXX Days Later Traffic and User Zombification GPU Rich Western Neoclouds Token Economics (Tokenomics) Sets the Competitive Landscape" @SemiAnalysis_ on X 2025-07-03 20:17:34 UTC 26K followers, 174.7K engagements
"The US has signed two landmark agreements with the United Arab Emirates and Kingdom of Saudi Arabia (KSA) that that will noticeably shift the balance of power. The deals have economic geopolitical and national security implications and taken together we believe these bilateral deals reinforce Americas claim to AI leadership. They also raise real concerns but none that the US cant address. These deals do not weaken compute availability for the US rather they strengthen them. We believe that these agreements are transformative and set to take AI infrastructure accessible to American AI to the" @SemiAnalysis_ on X 2025-07-16 02:35:00 UTC 26K followers, 18K engagements
"The OpenAI open source model is going to be really really good🍓" @SemiAnalysis_ on X 2025-07-15 22:36:29 UTC 26K followers, 267.6K engagements
"ClusterMAX billboard is in NYC Times Square today. SemiAnalysis' ClusterMAX is the premier GPU cloud rating system covering 90%+ of the market by rental GPUs volume. We test and assess across X evaluation categories from security to networking performance to pricing model to health checks etc. Full Article linked below 👇" @SemiAnalysis_ on X 2025-07-08 21:06:23 UTC 26K followers, 53.1K engagements