Mr Liang did not answer as to why not offering the services of a data warehouse, instead of just selling racks. The actual reason would be that he does not want to compete with his customers, or potential future customers such as Amazon, Microsoft, who are in thd biz of selling compute from data warehouses.
Your modular solutions ahead of its time. That's the way new homes are built using pre-insulated blocks, then filled with concrete. Mr. Liang said a lot of helpful things, had to go over the interview twice. Wonderful interview. Thank you.
I am not shure how good smci is. He is very sympatic but does not answer the quetions. Earnings on 01. November, What do you think ? Is it a buy on long Therme ?
