Watch Desk posted an update
Moore Threads said its sales rose 1,774% in the three months through September, as demand for AI hardware accelerated, Bloomberg reports.
Why it mattersThat is a striking growth figure for a Chinese AI chipmaker, though sales growth alone says nothing about profit or how long the demand will last. AI hardware’s boom is showing up in company results, not just grand infrastructure plans.
Discuss: What would convince you that AI chip demand is becoming a durable business rather than a short-lived surge?
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