[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.] #  @dhinchcliffe Dion Hinchcliffe Dion Hinchcliffe posts on X about gpu, open ai, $googl, meta the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1585/interactions)  - X Week XXXXXX +349% - X Month XXXXXX -XXXX% - X Months XXXXXX -XX% - X Year XXXXXXX +2.20% ### Mentions: XX [#](/creator/twitter::1585/posts_active)  - X Week XX +153% - X Month XX +25% - X Months XXX +98% - X Year XXX +34% ### Followers: XXXXXX [#](/creator/twitter::1585/followers)  - X Week XXXXXX -XXXX% - X Month XXXXXX -XXXX% - X Months XXXXXX -XXXX% - X Year XXXXXX -XXXX% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1585/influencer_rank)  ### Social Influence [#](/creator/twitter::1585/influence) --- **Social category influence** [technology brands](/list/technology-brands) XXXXX% [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [social networks](/list/social-networks) XXXX% [vc firms](/list/vc-firms) XXXX% **Social topic influence** [gpu](/topic/gpu) 13.46%, [open ai](/topic/open-ai) 13.46%, [$googl](/topic/$googl) 11.54%, [meta](/topic/meta) 9.62%, [oracle](/topic/oracle) 9.62%, [infra](/topic/infra) 7.69%, [azure](/topic/azure) 7.69%, [1m](/topic/1m) 7.69%, [alt](/topic/alt) 3.85%, [limits](/topic/limits) XXXX% **Top accounts mentioned or mentioned by** [@nvidia](/creator/undefined) [@coreweave](/creator/undefined) [@openai](/creator/undefined) [@sarbjeetjohal](/creator/undefined) [@google](/creator/undefined) [@bamitav](/creator/undefined) [@thefuturumgroup](/creator/undefined) [@awscloud](/creator/undefined) [@thomaspower](/creator/undefined) [@oracle](/creator/undefined) [@opentelemetry](/creator/undefined) [@backstagedx](/creator/undefined) [@argoproj](/creator/undefined) [@thadofsphere](/creator/undefined) [@dvellante](/creator/undefined) [@erickavanagh](/creator/undefined) [@tamaramccleary](/creator/undefined) [@jimharris](/creator/undefined) [@meta](/creator/undefined) [@azure](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Accenture (ACN)](/topic/accenture) [Artificial Intelligence (AI4)](/topic/$ai4) [Metadium (META)](/topic/$meta) [ServiceNow Inc (NOW)](/topic/servicenow) ### Top Social Posts [#](/creator/twitter::1585/posts) --- Top posts by engagements in the last XX hours "1/ Cloud-native isnt just alive its evolving fast. @ContainerJrnls latest trends show surges in key @CloudNativeFdn projects. As AI reshapes the cloud Kubernetes still underpins everything. Heres what each rising project means for the future of hybrid/public cloud"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1948120000944095320) 2025-07-23 20:36:17 UTC 56.1K followers, XXX engagements "@StevenDickens3 @TheFuturumGroup @DavidLinthicum @CTOAdvisor @thomaspower @sarbjeetjohal @HaroldSinnott @tcrawford @cleartechtoday @Vultr No doubt. I think @OracleCloud has graduated more or less officially to be the 4th hyperscaler. I'm also bullish on @Vultr + like what they're doing. Only left them out since the thread was to capture the gist not the whole alt cloud space"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1947364672388108653) 2025-07-21 18:34:52 UTC 56.1K followers, XX engagements "Is AI overload leaving your organization drowning in insight My take: This was exactly the challenge with the BI analytics big data revolutions. Too much to action. But AI will be different. This time agents can help us turn insight into outcomes"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1948147543084343698) 2025-07-23 22:25:43 UTC 56.1K followers, XXX engagements "@CoreWeave Result: 🔍 Top AI firms are scrambling to adapt: 🖥 Custom chips (@OpenAI @Google @AWSCloud Trainium) 🤝 @Oracles $40B @NVIDIA lock-in order for OpenAI 📦 Prioritizing lighter models + caching to stretch GPUs Rollout delays + rate limits = Clear GPU constraints"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1947351677285073191) 2025-07-21 17:43:14 UTC 56.1K followers, XXX engagements "Top equity investment in leading tech trends over the last year: - Agentic AI +1562% - Digital trust +57% - Cloud/edge +50% - Quantum +50% - Next-gen robotics +50% - AI +48% - Energy +14% - Space +9% - Immersive +8% - Bioengineering +2%"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1947742022170788011) 2025-07-22 19:34:20 UTC 56.1K followers, XXX engagements "3/💡 The pivot: Palantirs Artificial Intelligence Platform (AIP) a turnkey AI decision engine. Lets enterprises deploy AI agents with security + explainability baked in. Combines LLMs with realtime data + compliance. No POCs no science projectsproduction from day 1"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1948802503103185247) 2025-07-25 17:48:18 UTC 56.1K followers, XX engagements "2/👑 Kubernetes remains the control plane for the modern cloud. Think of it as the cloud OS. It runs + orchestrates containers at scale across clouds data centers and now edge + AI infrastructure. All major GenAI stacks run on it. Its no longer optional + enterprise-ready"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1948120724683780525) 2025-07-23 20:39:09 UTC 56.1K followers, XXX engagements "@opentelemetry @BackstageDX @argoproj @fluxcd @kubeflow 9/ Heres the visual proof of these trends: The latest @ContainerJrnls CNCF project chart shows contribution gravity vs. issue activity. @Kubernetesio + @OpenTelemetry are in a league of their own. The OS and nervous system of cloud-native. IT get your cloud stack updated"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1948146598694768738) 2025-07-23 22:21:58 UTC 56.1K followers, XXX engagements "@opentelemetry @BackstageDX @argoproj @fluxcd @kubeflow 8/🧭 Strategic take: CIOs must insist on cloud-native infrastructure now not later. Whether AI hybrid cloud or edge workloads Kubernetes + friends are now the backbone. Proprietary wont scale. Legacy wont flex. Cloud-native is how you build future-proof IT"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1948145951740502381) 2025-07-23 22:19:24 UTC 56.1K followers, XXX engagements "1/ Specifically Metas AI top $$ stack descending: X AI ad targeting X WhatsApp/Messenger biz AI agents X Ads + subs in Meta AI app X Paid AI recs X Llama licensing (enterprise) X Cloud infra partnerships X AI in Ray-Bans/Quest Zucks playbook: Monetize everything"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1947751343353172174) 2025-07-22 20:11:22 UTC 56.1K followers, XXX engagements "@opentelemetry @BackstageDX 5/🚀 Argo (@argoproj) is GitOps + workflows done right. It runs automated pipelines that deploy code when Git changes. Basically CI/CD for Kubernetes-native teams. In the AI age model pipelines need the same rigor as software builds. Argo makes it click"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1948123184575791261) 2025-07-23 20:48:56 UTC 56.1K followers, XXX engagements "2/ Claudes XX incidents in July Kiros waitlists and Cursors token pricing tend strongly to point at the same constraint: @NVIDIAs GPU monopoly is straining the entire AI stack. Without more compute or efficiency breakthroughs vendors are rationing usage to stay afloat"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1947723193046692186) 2025-07-22 18:19:30 UTC 56.1K followers, XXX engagements "@ThadOfSphere @Accenture That's part of the premise isn't it AI can do the drudgery jobs that humans don't want to / aren't good at. The issue seems to be AI will also create art innovate make scientific discoveries. AI is our creation. By extension it is us. Big changes in society are coming"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1948096767343407171) 2025-07-23 19:03:57 UTC 56.1K followers, XXX engagements "@CPetersen_CS @DebGildersleeve @nyike Very much agree. #Changeagents are central to unleashing distributed innovation. See what leads to waves of innovation in my experience. Just be ready to manage them (and put guardrails on.) #CIOChat"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1948449799360934122) 2025-07-24 18:26:47 UTC 56.1K followers, XXX engagements "Wending my way through the Trump Administrations new AI Action Plan out today. There is a lot to it. Will post my analysis on it shortly. In the meantime please pull up a chair and join me as the implications are potentially vast:"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1948155904093794763) 2025-07-23 22:58:57 UTC 56.1K followers, XXX engagements "@CoreWeave @OpenAI @Google @awscloud @Oracle @nvidia 📦 Global AI-grade GPU shipments for 2025: 6.57.3M units 🏭 @NVIDIA controls XX% of AI data center GPU supply 🖤 Blackwell + Hopper shipments dominate 🚀 Top hyperscalers alone snapped up 3.6M GPUs already The supply side is moving fast. Bu its not enough"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1947355381824385315) 2025-07-21 17:57:57 UTC 56.1K followers, XXX engagements "@CoreWeave @OpenAI @Google @awscloud @Oracle @nvidia @TheFuturumGroup @dvellante @sarbjeetjohal @eric_kavanagh @TamaraMcCleary @JimHarris @thomaspower 🏢 Approximate 2025 GPU pull from top AI firms: 🔹 @OpenAI: 1M+ GPUs (@samas own claim) 🔹 @Meta: 1.3M GPUs (internal infra buildout) 🔹 Hyperscalers (@AWSCloud @Azure @Google): 2.53.5M GPUs 🔹 @CoreWeave: 250K XX% of global supply by just a few players"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1947356912850186575) 2025-07-21 18:04:02 UTC 56.1K followers, XXX engagements "#CIOChat Q2: With hybrid work now firmly entrenched tech now defines how culture shows up daily. From onboarding flows to Slack etiquette how are CIOs creating intentional cultural experiences and not just functional digital ones"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1948448190430159262) 2025-07-24 18:20:23 UTC 56.1K followers, XXX engagements "CIOs are now reporting that spending on LLMs will grow by XX% going into 2026. All our @TheFuturumGroup surveys and convos with IT leaders also indicate AI is one of the two highest growth budget items for most orgs (the other being cybersecurity.) Source: @a16z"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1947397903095632095) 2025-07-21 20:46:55 UTC 56.1K followers, XXX engagements "🚦 Even with 1M GPUs cracks are appearing: 🕰 Delayed rollouts: Agents Codex Sora Veo X 🔥 Context windows mostly 100k tokens Rate limits everywhere (Claude even big clouds) 🔄 Refresh cycle: GPUs replaced every X years A probable capacity constraint"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1947348417929195988) 2025-07-21 17:30:17 UTC 56.1K followers, XXX engagements "@nvidia 3/ For CIOs and AI leaders: Dont assume these tools are ready for en-masse deployment. Volatile pricing + fragile infrastructure = risk. Hedge with open-source LLMs hybrid stacks or even your own GPU capacity. AIs adolescence wont be cheap. Or smooth"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1947723330565386312) 2025-07-22 18:20:03 UTC 56.1K followers, XXX engagements "Reimagining IT operations with agentic AI: A case study of @Accenture Two years in the making AATA (the system's name) handling tasks up to XX% faster. The rate of agent growth about XX% week-on-week. My take: Most IT ops will be agentic in XX months"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1947737644345053479) 2025-07-22 19:16:56 UTC 56.1K followers, XXX engagements "👀 Is @OpenAI really just running globally on X million GPUs Sam Altmans well cross 1M GPUs this year sounds huge. But dig deeper and we will see: Top AI firms are likely critically compute-constrained. Heres why 🧵👇"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1947347720680743227) 2025-07-21 17:27:31 UTC 56.1K followers, 1522 engagements "@CoreWeave @OpenAI @Google @awscloud @Oracle @nvidia @TheFuturumGroup @dvellante @sarbjeetjohal @eric_kavanagh @TamaraMcCleary @JimHarris @thomaspower @sama @Meta @Azure My take: The new economics of AI: 🏭 Marginal compute free anymore for GPUs 💥 Capex about to approach trillions (see Altmans 100x goal) Refresh cycles compress to X years 🌎 Physical constraints (energy rare metals) outpace Moores Law"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1947360757194092571) 2025-07-21 18:19:19 UTC 56.1K followers, XXX engagements "Please follow along or join in if you can A reminder that going forward I am also simulcasting #CIOChat on Bluesky for those of you who prefer to participate there"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1948443370248159492) 2025-07-24 18:01:14 UTC 56.1K followers, XXX engagements "@opentelemetry @BackstageDX @argoproj 6/🔄 Flux (@fluxcd): GitOps as infrastructure. Like Argo but with a stronger focus on infrastructure state. Flux constantly syncs Git with your running cluster. Declarative auditable automatic. Its how AI infra should be managed at scale"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1948125801968210384) 2025-07-23 20:59:20 UTC 56.1K followers, XXX engagements "@sarbjeetjohal @TheFuturumGroup @DavidLinthicum @CTOAdvisor @thomaspower @HaroldSinnott @tcrawford @cleartechtoday Thanks Sarbjeet. And yes the compartive analysis shows that for GPU alt clouds times are tough:"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1947364135924113500) 2025-07-21 18:32:44 UTC 56.1K followers, XXX engagements "1/ Enterprise cloud results this week were loud + clear: @GoogleCloud: +32% @ServiceNow: +22.5% @SAP Cloud: +24% It's beyond AI hype. Its structural. Platforms that abstract complexity + deliver actioned intelligence are pulling away"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1948786679373877427) 2025-07-25 16:45:25 UTC 56.1K followers, XXX engagements "2/🕵♂ Origins: Built on highmargin gov contracts (DoD CIA NSA ICE) using a unique + effective delivery model. Famous (and infamous) for controversial work in defense + immigration. Once seen as a contractor not a commercial SaaS star. Until AI changed everything. 📷🤖"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1948802051535749143) 2025-07-25 17:46:30 UTC 56.1K followers, XX engagements "#CIOChat Q4: Looking forward are observability platforms becoming the new IT command centers" Will you increasingly align them with business goals risk management and actionable decision-making instead of just technical metrics in the future"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1945915470743220502) 2025-07-17 18:36:16 UTC 56.1K followers, XXX engagements "@CoreWeave @OpenAI @Google @awscloud @Oracle @nvidia @TheFuturumGroup @dvellante @sarbjeetjohal @eric_kavanagh @TamaraMcCleary @JimHarris @thomaspower @sama @Meta @Azure 💡 Major implication: The rest of the AI ecosystem meaning startups researchers even smaller enterprises are left fighting for the remaining 12M GPUs hindering the industry. ➡ Until production grows GPU scarcity will define who can innovate in practice + who cant"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1947358262740807807) 2025-07-21 18:09:24 UTC 56.1K 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.]
@dhinchcliffe Dion Hinchcliffe
Dion Hinchcliffe posts on X about gpu, open ai, $googl, meta the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +349%
- X Month XXXXXX -XXXX%
- X Months XXXXXX -XX%
- X Year XXXXXXX +2.20%
Mentions: XX #
- X Week XX +153%
- X Month XX +25%
- X Months XXX +98%
- X Year XXX +34%
Followers: XXXXXX #
- X Week XXXXXX -XXXX%
- X Month XXXXXX -XXXX%
- X Months XXXXXX -XXXX%
- X Year XXXXXX -XXXX%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence technology brands XXXXX% stocks XXXXX% finance XXXX% social networks XXXX% vc firms XXXX%
Social topic influence gpu 13.46%, open ai 13.46%, $googl 11.54%, meta 9.62%, oracle 9.62%, infra 7.69%, azure 7.69%, 1m 7.69%, alt 3.85%, limits XXXX%
Top accounts mentioned or mentioned by @nvidia @coreweave @openai @sarbjeetjohal @google @bamitav @thefuturumgroup @awscloud @thomaspower @oracle @opentelemetry @backstagedx @argoproj @thadofsphere @dvellante @erickavanagh @tamaramccleary @jimharris @meta @azure
Top assets mentioned Alphabet Inc Class A (GOOGL) Accenture (ACN) Artificial Intelligence (AI4) Metadium (META) ServiceNow Inc (NOW)
Top Social Posts #
Top posts by engagements in the last XX hours
"1/ Cloud-native isnt just alive its evolving fast. @ContainerJrnls latest trends show surges in key @CloudNativeFdn projects. As AI reshapes the cloud Kubernetes still underpins everything. Heres what each rising project means for the future of hybrid/public cloud"
@dhinchcliffe on X 2025-07-23 20:36:17 UTC 56.1K followers, XXX engagements
"@StevenDickens3 @TheFuturumGroup @DavidLinthicum @CTOAdvisor @thomaspower @sarbjeetjohal @HaroldSinnott @tcrawford @cleartechtoday @Vultr No doubt. I think @OracleCloud has graduated more or less officially to be the 4th hyperscaler. I'm also bullish on @Vultr + like what they're doing. Only left them out since the thread was to capture the gist not the whole alt cloud space" @dhinchcliffe on X 2025-07-21 18:34:52 UTC 56.1K followers, XX engagements
"Is AI overload leaving your organization drowning in insight My take: This was exactly the challenge with the BI analytics big data revolutions. Too much to action. But AI will be different. This time agents can help us turn insight into outcomes" @dhinchcliffe on X 2025-07-23 22:25:43 UTC 56.1K followers, XXX engagements
"@CoreWeave Result: 🔍 Top AI firms are scrambling to adapt: 🖥 Custom chips (@OpenAI @Google @AWSCloud Trainium) 🤝 @Oracles $40B @NVIDIA lock-in order for OpenAI 📦 Prioritizing lighter models + caching to stretch GPUs Rollout delays + rate limits = Clear GPU constraints" @dhinchcliffe on X 2025-07-21 17:43:14 UTC 56.1K followers, XXX engagements
"Top equity investment in leading tech trends over the last year: - Agentic AI +1562% - Digital trust +57% - Cloud/edge +50% - Quantum +50% - Next-gen robotics +50% - AI +48% - Energy +14% - Space +9% - Immersive +8% - Bioengineering +2%" @dhinchcliffe on X 2025-07-22 19:34:20 UTC 56.1K followers, XXX engagements
"3/💡 The pivot: Palantirs Artificial Intelligence Platform (AIP) a turnkey AI decision engine. Lets enterprises deploy AI agents with security + explainability baked in. Combines LLMs with realtime data + compliance. No POCs no science projectsproduction from day 1" @dhinchcliffe on X 2025-07-25 17:48:18 UTC 56.1K followers, XX engagements
"2/👑 Kubernetes remains the control plane for the modern cloud. Think of it as the cloud OS. It runs + orchestrates containers at scale across clouds data centers and now edge + AI infrastructure. All major GenAI stacks run on it. Its no longer optional + enterprise-ready" @dhinchcliffe on X 2025-07-23 20:39:09 UTC 56.1K followers, XXX engagements
"@opentelemetry @BackstageDX @argoproj @fluxcd @kubeflow 9/ Heres the visual proof of these trends: The latest @ContainerJrnls CNCF project chart shows contribution gravity vs. issue activity. @Kubernetesio + @OpenTelemetry are in a league of their own. The OS and nervous system of cloud-native. IT get your cloud stack updated" @dhinchcliffe on X 2025-07-23 22:21:58 UTC 56.1K followers, XXX engagements
"@opentelemetry @BackstageDX @argoproj @fluxcd @kubeflow 8/🧭 Strategic take: CIOs must insist on cloud-native infrastructure now not later. Whether AI hybrid cloud or edge workloads Kubernetes + friends are now the backbone. Proprietary wont scale. Legacy wont flex. Cloud-native is how you build future-proof IT" @dhinchcliffe on X 2025-07-23 22:19:24 UTC 56.1K followers, XXX engagements
"1/ Specifically Metas AI top $$ stack descending: X AI ad targeting X WhatsApp/Messenger biz AI agents X Ads + subs in Meta AI app X Paid AI recs X Llama licensing (enterprise) X Cloud infra partnerships X AI in Ray-Bans/Quest Zucks playbook: Monetize everything" @dhinchcliffe on X 2025-07-22 20:11:22 UTC 56.1K followers, XXX engagements
"@opentelemetry @BackstageDX 5/🚀 Argo (@argoproj) is GitOps + workflows done right. It runs automated pipelines that deploy code when Git changes. Basically CI/CD for Kubernetes-native teams. In the AI age model pipelines need the same rigor as software builds. Argo makes it click" @dhinchcliffe on X 2025-07-23 20:48:56 UTC 56.1K followers, XXX engagements
"2/ Claudes XX incidents in July Kiros waitlists and Cursors token pricing tend strongly to point at the same constraint: @NVIDIAs GPU monopoly is straining the entire AI stack. Without more compute or efficiency breakthroughs vendors are rationing usage to stay afloat" @dhinchcliffe on X 2025-07-22 18:19:30 UTC 56.1K followers, XXX engagements
"@ThadOfSphere @Accenture That's part of the premise isn't it AI can do the drudgery jobs that humans don't want to / aren't good at. The issue seems to be AI will also create art innovate make scientific discoveries. AI is our creation. By extension it is us. Big changes in society are coming" @dhinchcliffe on X 2025-07-23 19:03:57 UTC 56.1K followers, XXX engagements
"@CPetersen_CS @DebGildersleeve @nyike Very much agree. #Changeagents are central to unleashing distributed innovation. See what leads to waves of innovation in my experience. Just be ready to manage them (and put guardrails on.) #CIOChat" @dhinchcliffe on X 2025-07-24 18:26:47 UTC 56.1K followers, XXX engagements
"Wending my way through the Trump Administrations new AI Action Plan out today. There is a lot to it. Will post my analysis on it shortly. In the meantime please pull up a chair and join me as the implications are potentially vast:" @dhinchcliffe on X 2025-07-23 22:58:57 UTC 56.1K followers, XXX engagements
"@CoreWeave @OpenAI @Google @awscloud @Oracle @nvidia 📦 Global AI-grade GPU shipments for 2025: 6.57.3M units 🏭 @NVIDIA controls XX% of AI data center GPU supply 🖤 Blackwell + Hopper shipments dominate 🚀 Top hyperscalers alone snapped up 3.6M GPUs already The supply side is moving fast. Bu its not enough" @dhinchcliffe on X 2025-07-21 17:57:57 UTC 56.1K followers, XXX engagements
"@CoreWeave @OpenAI @Google @awscloud @Oracle @nvidia @TheFuturumGroup @dvellante @sarbjeetjohal @eric_kavanagh @TamaraMcCleary @JimHarris @thomaspower 🏢 Approximate 2025 GPU pull from top AI firms: 🔹 @OpenAI: 1M+ GPUs (@samas own claim) 🔹 @Meta: 1.3M GPUs (internal infra buildout) 🔹 Hyperscalers (@AWSCloud @Azure @Google): 2.53.5M GPUs 🔹 @CoreWeave: 250K XX% of global supply by just a few players" @dhinchcliffe on X 2025-07-21 18:04:02 UTC 56.1K followers, XXX engagements
"#CIOChat Q2: With hybrid work now firmly entrenched tech now defines how culture shows up daily. From onboarding flows to Slack etiquette how are CIOs creating intentional cultural experiences and not just functional digital ones" @dhinchcliffe on X 2025-07-24 18:20:23 UTC 56.1K followers, XXX engagements
"CIOs are now reporting that spending on LLMs will grow by XX% going into 2026. All our @TheFuturumGroup surveys and convos with IT leaders also indicate AI is one of the two highest growth budget items for most orgs (the other being cybersecurity.) Source: @a16z" @dhinchcliffe on X 2025-07-21 20:46:55 UTC 56.1K followers, XXX engagements
"🚦 Even with 1M GPUs cracks are appearing: 🕰 Delayed rollouts: Agents Codex Sora Veo X 🔥 Context windows mostly 100k tokens Rate limits everywhere (Claude even big clouds) 🔄 Refresh cycle: GPUs replaced every X years A probable capacity constraint" @dhinchcliffe on X 2025-07-21 17:30:17 UTC 56.1K followers, XXX engagements
"@nvidia 3/ For CIOs and AI leaders: Dont assume these tools are ready for en-masse deployment. Volatile pricing + fragile infrastructure = risk. Hedge with open-source LLMs hybrid stacks or even your own GPU capacity. AIs adolescence wont be cheap. Or smooth" @dhinchcliffe on X 2025-07-22 18:20:03 UTC 56.1K followers, XXX engagements
"Reimagining IT operations with agentic AI: A case study of @Accenture Two years in the making AATA (the system's name) handling tasks up to XX% faster. The rate of agent growth about XX% week-on-week. My take: Most IT ops will be agentic in XX months" @dhinchcliffe on X 2025-07-22 19:16:56 UTC 56.1K followers, XXX engagements
"👀 Is @OpenAI really just running globally on X million GPUs Sam Altmans well cross 1M GPUs this year sounds huge. But dig deeper and we will see: Top AI firms are likely critically compute-constrained. Heres why 🧵👇" @dhinchcliffe on X 2025-07-21 17:27:31 UTC 56.1K followers, 1522 engagements
"@CoreWeave @OpenAI @Google @awscloud @Oracle @nvidia @TheFuturumGroup @dvellante @sarbjeetjohal @eric_kavanagh @TamaraMcCleary @JimHarris @thomaspower @sama @Meta @Azure My take: The new economics of AI: 🏭 Marginal compute free anymore for GPUs 💥 Capex about to approach trillions (see Altmans 100x goal) Refresh cycles compress to X years 🌎 Physical constraints (energy rare metals) outpace Moores Law" @dhinchcliffe on X 2025-07-21 18:19:19 UTC 56.1K followers, XXX engagements
"Please follow along or join in if you can A reminder that going forward I am also simulcasting #CIOChat on Bluesky for those of you who prefer to participate there" @dhinchcliffe on X 2025-07-24 18:01:14 UTC 56.1K followers, XXX engagements
"@opentelemetry @BackstageDX @argoproj 6/🔄 Flux (@fluxcd): GitOps as infrastructure. Like Argo but with a stronger focus on infrastructure state. Flux constantly syncs Git with your running cluster. Declarative auditable automatic. Its how AI infra should be managed at scale" @dhinchcliffe on X 2025-07-23 20:59:20 UTC 56.1K followers, XXX engagements
"@sarbjeetjohal @TheFuturumGroup @DavidLinthicum @CTOAdvisor @thomaspower @HaroldSinnott @tcrawford @cleartechtoday Thanks Sarbjeet. And yes the compartive analysis shows that for GPU alt clouds times are tough:" @dhinchcliffe on X 2025-07-21 18:32:44 UTC 56.1K followers, XXX engagements
"1/ Enterprise cloud results this week were loud + clear: @GoogleCloud: +32% @ServiceNow: +22.5% @SAP Cloud: +24% It's beyond AI hype. Its structural. Platforms that abstract complexity + deliver actioned intelligence are pulling away" @dhinchcliffe on X 2025-07-25 16:45:25 UTC 56.1K followers, XXX engagements
"2/🕵♂ Origins: Built on highmargin gov contracts (DoD CIA NSA ICE) using a unique + effective delivery model. Famous (and infamous) for controversial work in defense + immigration. Once seen as a contractor not a commercial SaaS star. Until AI changed everything. 📷🤖" @dhinchcliffe on X 2025-07-25 17:46:30 UTC 56.1K followers, XX engagements
"#CIOChat Q4: Looking forward are observability platforms becoming the new IT command centers" Will you increasingly align them with business goals risk management and actionable decision-making instead of just technical metrics in the future" @dhinchcliffe on X 2025-07-17 18:36:16 UTC 56.1K followers, XXX engagements
"@CoreWeave @OpenAI @Google @awscloud @Oracle @nvidia @TheFuturumGroup @dvellante @sarbjeetjohal @eric_kavanagh @TamaraMcCleary @JimHarris @thomaspower @sama @Meta @Azure 💡 Major implication: The rest of the AI ecosystem meaning startups researchers even smaller enterprises are left fighting for the remaining 12M GPUs hindering the industry. ➡ Until production grows GPU scarcity will define who can innovate in practice + who cant" @dhinchcliffe on X 2025-07-21 18:09:24 UTC 56.1K followers, XXX engagements