The entry barrier to inferencing is less compared to training and modeling side of AI . So competition will ki-l the dominant position soon. So the hyper scaler story CEO says will only have short life and company heading south
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@dy
You got it
I am from Indian and I can tell you there wont be any innovation coming from India
India is good w.r.t petty politics back biting servile attitude compliance etc but not innovative
You're right, it's just a hype that will fade soon. Q already lost its competitiveness in Modem, which is it's expertise product. How can it compete in new hot segments like AI servers?! Especially now, it's became an Indian company (headcount in India more than double the US). Do you believe innovation will come from India?
Stock should continue to go up.