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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: 2025-07-22 18:19:30 UTC

2/ Claude’s XX incidents in July, Kiro’s waitlists, and Cursor’s token pricing tend strongly to point at the same constraint: 

@NVIDIA’s GPU monopoly is straining the entire AI stack. 

Without more compute or efficiency breakthroughs, vendors are rationing usage to stay afloat.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947723193046692186/c:line.svg)

**Related Topics**
[coins ai](/topic/coins-ai)
[gpu](/topic/gpu)
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[dion](/topic/dion)

[Post Link](https://x.com/dhinchcliffe/status/1947723193046692186)