they don’t need an advantage, they just need orders and inventory get extorted by nvidia sales people for a 2026 delivery date that gets pushed out if you say

they don’t need an advantage, they just need orders and inventory get extorted by nvidia sales people for a 2026 delivery date that gets pushed out if you say anything about it or decline cloud services or another provider delivering earlier thats what the market wants, and even then, who cares? this company is trying to IPO at whay valuation? this article didnt say but the last valuation was like $1.5bn? so you mean a 300x of delta between this and Nvidia’s valuation if these guys get a handful of orders? ok