4 ms·
They are not ramping up.
by gmerc 4mo ago
They are not ramping up.
- mrweasel 4mo agoBecause they think it may be a bubble. If it's not, no harm done to the hardware manufacturers, they just make more money per unit, but if it is a bubble, they don't want to be stranded with excess capacity.
- dabinat 4mo agoThere is potential harm if it’s not a bubble and their competitors scale and capture more of the market and they don’t. That’s why CXMT is a real wildcard - they could use this situation to become a big player.
- chadgpt3 4mo agoOr even if it is a bubble and we all develop brand loyalty to the competitors who scaled.
- Sohcahtoa82 4mo agoI'm trying to understand the intent of your comment. The person you're replying to explained why they're not ramping up, and you replied "They are not ramping up", which seems awfully silly.