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![dhinchcliffe Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1585.png) Dion Hinchcliffe [@dhinchcliffe](/creator/twitter/dhinchcliffe) on x 56.1K followers
Created: 2025-07-21 18:19:19 UTC

@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 Altman’s 100x goal)
•⏳ Refresh cycles compress to ~3 years
•🌎 Physical constraints (energy, rare metals) outpace Moore’s Law

![](https://pbs.twimg.com/media/GwZqSSgW0AATlDu.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947360757194092571/c:line.svg)

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[Post Link](https://x.com/dhinchcliffe/status/1947360757194092571)