@Djibsonnn123@Supermicro@charlesliang Ive noticed a lot of NDAs across suppliers.
The recent dilution SEC fillings have specific restrictions about insider selling and announcements.
@asianinvestors HPC compute fabrics are being redesigned continuously for efficiency. I expect this to continue. ASIC’s ramp in 27 will accelerate this competition.
These engineers aren’t designing iPhones🎯