10T is not possible with their current product portfolios

来源: 于 2025-12-25 10:53:56 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

They need to A: become #1 in inference and B: Move away from hardware only product

Failing either of these 2 will make 10T valuation extremely unlikely