No moat, if they hadn't bought all the ram for the next years, they wouldn't have a shot at IPO.. Funny thing about that is Chinese models are not that far behind with waaaaaay fewer resources. Which better enables local AI. They should just cancel the ram and ssd deals and get to work
No moat, if they hadn't bought all the ram for the next years, they wouldn't have a shot at IPO.. Funny thing about that is Chinese models are not that far behind with waaaaaay fewer resources. Which better enables local AI. They should just cancel the ram and ssd deals and get to work