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The topline is that the meteoric growth has already occurred. 18% quarterly revenue growth is good, YoY growth was 15x that.
by groceryheist 2y ago
The topline is that the meteoric growth has already occurred. 18% quarterly revenue growth is good, YoY growth was 15x that.
- foota 2y agoImo this depends on whether the limiting factor is demand or production. If it's production capacity, then if in a year they're able to get TSMC to make them twice as many chips, they could likely increase their growth rate? I'd be sweating if I were any of TSMCs other customers right now and trying to renew my contract. Idk what the ratio is in size between an H100 and an M3, but I doubt it's anywhere near proportional to how much nvidia is willing to offer TSMC.
- groceryheist 2y agoNvidia is doing fine :), but it would be better for them if they were not limited. Hopefully, and probably, you are right and production is limiting.
- MangoCoffee 2y ago>I'd be sweating if I were any of TSMCs other customers right now and trying to renew my contract. How many TSMC's customers need the latest tech?
- foota 2y agoAnyone that wants to keep selling new phones every year?
- madisp 2y ago18% quarterly comes to around 190% yearly, still _very_ good!
- deleted 2y ago[deleted]
- votepaunchy 2y ago18% quarterly growth is 94% yearly growth.
- madisp 2y agooof, off by 100%, my bad
- eaenki 2y agomore like 90% lol
- skirmish 2y ago> meteoric growth Are you aware that meteors only go down, never up?