Comment by HerbManic
18 hours ago
Those back log orders are wild! One does wonder that if the bubble collapses or more global upsets happen in that time, how many of those will ever be fulfilled? Reality might be not so impressive, but considering if it fell even 80%, that is still $200 B in revenue and that is huge.
Remember when a $1 billion valuation used to be a big thing? That is nothing compared with nowadays.
Just look at the price of H100 cloud rental prices. Demand is increasing.