How on earth is this possible? Their customers are designing their own GPU, so in the long term their main customers will stop buying from them. This looks like a massive bubble.
Their graphics cards are ubiqitous across a host of industries and designed to enbale the latest AI capablities in all the leading photo/ video/ CAD/ rendering/ CGI software. If you want to get the best out of anything by Adobe, Autodesk etc you will need chip that can cope with AI. I don't know who these customers are that would switch from being creatives or sofware houses to chip manufacturing but it sounds unwise. It does have a bit of a bubbly curve about it but nonetheless - kerching.
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It's a meme stock now no? Tbf their profits are up something like 400% too.
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Their graphics cards are ubiqitous across a host of industries and designed to enbale the latest AI capablities in all the leading photo/ video/ CAD/ rendering/ CGI software. If you want to get the best out of anything by Adobe, Autodesk etc you will need chip that can cope with AI. I don't know who these customers are that would switch from being creatives or sofware houses to chip manufacturing but it sounds unwise. It does have a bit of a bubbly curve about it but nonetheless - kerching.
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