What to watch
Named MI400 customers vs datacenter segment revenue
When she names a customer, it shows up in datacenter revenue two quarters later. She does not name customers she has not won; the ones she names have to land.
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newest first苏姿丰：她点名的客户，两个季度后要在收入里看得见
MI 系列是 NVIDIA 之外唯一有规模出货的替代品，所以她的位置很特殊：她不需要赢，她只需要证明「不是只有一家能做」。 她每次发布会点名的客户名单，是这条线上最容易对账的一类数字。点了名字的，下一两个季度在数据中心分部收入里应该看得见；看不见，就说明那些名字只是「在测试」不是…
uncheckedwalnutoperator10-25 22:590 replies
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