[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, $googl, oracle the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1585/interactions)  - X Week XXXXXX +442% - X Month XXXXXX +181% - X Months XXXXXX -XX% - X Year XXXXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::1585/posts_active)  ### Followers: XXXXXX [#](/creator/twitter::1585/followers)  - X Week XXXXXX +0.02% - X Month XXXXXX -XXXX% - X Months XXXXXX -XXXX% - X Year XXXXXX -XXXX% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1585/influencer_rank)  ### Social Influence [#](/creator/twitter::1585/influence) --- **Social category influence** [technology brands](/list/technology-brands) [stocks](/list/stocks) [finance](/list/finance) [vc firms](/list/vc-firms) **Social topic influence** [gpu](/topic/gpu) #362, [open ai](/topic/open-ai), [$googl](/topic/$googl), [oracle](/topic/oracle), [azure](/topic/azure), [meta](/topic/meta), [infra](/topic/infra), [alt](/topic/alt), [100x](/topic/100x), [limits](/topic/limits) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Accenture (ACN)](/topic/accenture) ### Top Social Posts [#](/creator/twitter::1585/posts) --- Top posts by engagements in the last XX hours "1/ 🧠 For years now I've tracked a growing cohort of elite alternatives to AWS/Azure/GCP that are emerging for a host of reasons. Lets dive into the new hyperscalers that bring serious GPU firepower edge presence sovereignty chops and geo-optimized setups. Thread 🧵👇"  [@dhinchcliffe](/creator/x/dhinchcliffe) on [X](/post/tweet/1946227862836531672) 2025-07-18 15:17:36 UTC 56.1K followers, 1406 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 "@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 "@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 "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 "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 "👀 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, 1511 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 "@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 "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 "🚦 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 "@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 "@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 "@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
[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, oracle 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 XXXXXX +442%
- X Month XXXXXX +181%
- X Months XXXXXX -XX%
- X Year XXXXXXX -XXXX%
Mentions: XX #
Followers: XXXXXX #
- X Week XXXXXX +0.02%
- X Month XXXXXX -XXXX%
- X Months XXXXXX -XXXX%
- X Year XXXXXX -XXXX%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence technology brands stocks finance vc firms
Social topic influence gpu #362, open ai, $googl, oracle, azure, meta, infra, alt, 100x, limits
Top assets mentioned Alphabet Inc Class A (GOOGL) Accenture (ACN)
Top Social Posts #
Top posts by engagements in the last XX hours
"1/ 🧠 For years now I've tracked a growing cohort of elite alternatives to AWS/Azure/GCP that are emerging for a host of reasons. Lets dive into the new hyperscalers that bring serious GPU firepower edge presence sovereignty chops and geo-optimized setups. Thread 🧵👇"
@dhinchcliffe on X 2025-07-18 15:17:36 UTC 56.1K followers, 1406 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
"@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
"@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
"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
"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
"👀 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, 1511 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
"@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
"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
"🚦 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
"@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
"@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
"@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