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Yeah, but their AI/data center GPUs go for closer to $100K, and I've heard that they obtain >50% margins on those. I agree with your overall point that the $4T
by gautamcgoel 1y ago
Yeah, but their AI/data center GPUs go for closer to $100K, and I've heard that they obtain >50% margins on those. I agree with your overall point that the $4T valuation is not justified by current profits.