[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![D_K_Rajasekar Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3674371694.png) DKR [@D_K_Rajasekar](/creator/twitter/D_K_Rajasekar) on x XXX followers
Created: 2025-07-27 19:29:50 UTC

CPUs r becoming commodity. ARM CPUs will keep taking market share on Hyerscaler's internal workloads & could be serious threat in Client in future too, AI GPU market is already spoken for by $NVDA. Foundry has geo politics, nat sec, tariff & need for 2nd player as tailwinds.(3/3)


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949552832673140956/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[tariffs](/topic/tariffs)
[gpu](/topic/gpu)
[coins ai](/topic/coins-ai)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/D_K_Rajasekar/status/1949552832673140956)