Dark | Light
[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.]

![PPLSOPTIMISMCEO Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1627977431033290753.png) 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

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946235661205340581/c:line.svg)

**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.]

PPLSOPTIMISMCEO Avatar@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

Engagements Line Chart

Related Topics nvda inference coins ai $amd $nvda stocks technology advanced micro devices

Post Link

post/tweet::1946235661205340581
/post/tweet::1946235661205340581