[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.]  明 [@PPLSOPTIMISMCEO](/creator/twitter/PPLSOPTIMISMCEO) on x 11.3K followers Created: 2025-07-18 15:48:35 UTC The perceived "moat" $NVDA has is crumbling. CUDA's proprietary nature will inevitably limit its growth in the long term due to isolation. $AMD ROCm X being open source along with its new Helios server is taking on the DGX platform and shaking up the AI enterprise scene. XXX engagements  **Related Topics** [nvda](/topic/nvda) [inference](/topic/inference) [coins ai](/topic/coins-ai) [$amd](/topic/$amd) [$nvda](/topic/$nvda) [stocks technology](/topic/stocks-technology) [advanced micro devices](/topic/advanced-micro-devices) [Post Link](https://x.com/PPLSOPTIMISMCEO/status/1946235661205340581)
[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.]
明 @PPLSOPTIMISMCEO on x 11.3K followers
Created: 2025-07-18 15:48:35 UTC
The perceived "moat" $NVDA has is crumbling. CUDA's proprietary nature will inevitably limit its growth in the long term due to isolation. $AMD ROCm X being open source along with its new Helios server is taking on the DGX platform and shaking up the AI enterprise scene.
XXX engagements
Related Topics nvda inference coins ai $amd $nvda stocks technology advanced micro devices
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