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![JerryCap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3441715755.png) Jerry Capital [@JerryCap](/creator/twitter/JerryCap) on x 51K followers
Created: 2025-07-22 16:01:50 UTC

Former AI Engineer at AWS:

- $NVDA now allocates SKUs strategically, fragmenting availability. 

- Startups willing to tolerate bad software UX ( $ORCL) if the GPU savings are significant.

- Multi-cloud and neoclouds like Oracle & CoreWeave gaining share


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947688545902035168/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[oracle](/topic/oracle)
[gpu](/topic/gpu)
[amazon web services](/topic/amazon-web-services)
[coins ai](/topic/coins-ai)
[jerry](/topic/jerry)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/JerryCap/status/1947688545902035168)