而且他们、SK Hynix 以及我认为的美光,是世界上仅有的三家拥有更高“40法则”表现的公司。我的意思是,这说明了 Palantir 正在做什么,但也因为那些是硬件公司。
And and they them and SKHix and I think Micron are the only three companies in the world that have that bigger rule of 40 which is I mean it speaks to what Palanteer is doing but it's also because those are hardware companies.
美光和 Neoclouds 在盘后上涨是有原因的,对吧?这是一个很好的发现,Jose。
there there's there's a reason why Micron and the Neil clouds are up after hours, right? That's a it's a good find, Jose.
生态系统中的每个人,包括美光、SK Hynix、Neoclouds、封装公司,都必须能够提供支持,因为芯片中还涉及所有这些其他的零部件、光子学、内存等。
Everyone in the ecosystem, Micron, SKH Highix, the Neoclouds, packaging companies, they have to also be able to support because there's all these other, you know, nuts and bolts, photonics, memory, etc. that go into the chips.