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![CMDarnton Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1936166431378300928.png) Christian Darnton [@CMDarnton](/creator/twitter/CMDarnton) on x 6352 followers
Created: 2025-07-20 12:56:13 UTC

Nvidia is backlogged until 2026.

Hyperscalers are desperate for alternatives.

Meta, Microsoft, OpenAI, Oracle — all betting on AMD.

X of top XX global AI companies now deploy MI300 systems.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946917060065288691/c:line.svg)

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[Post Link](https://x.com/CMDarnton/status/1946917060065288691)