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![litigious_dulce Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1281053090783903744.png) Dulce [@litigious_dulce](/creator/twitter/litigious_dulce) on x 2776 followers
Created: 2025-07-24 15:08:02 UTC

What $NVDA thinks about Lepton:



“One of DGX Cloud’s top priorities”

“Neoclouds are very mad at NVDA because of Lepton.” - Dylan Patel.

“The message is clear: whether you’re training LLMs or deploying foundation models for inference, Lepton handles the complexity so developers can focus on innovation.” -

“Software is not the moat.” - Dulce.

Implications: Lepton isn’t just some minor project for NVDA. This is one of their top priorities because they view it as a prerequisite for building AI factories and a real threat to incumbent cloud providers. Lepton will handle the software stack, and builders like $IREN can focus on scaling physical infrastructure. Further, even if IREN has trouble hiring software engineers, you know who doesn’t? NVDA.

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

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948399782306652486/c:line.svg)

**Related Topics**
[inference](/topic/inference)
[nvda](/topic/nvda)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/litigious_dulce/status/1948399782306652486)