Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
Is It a Competitive Market?
Rambus is one of the leaders in the c exel consororshim, they definitly hav a lot of pc. Five point o ip, which is part of what s xcel built on top of. If so happens, it will make the total cost of compute in a data sener much cheaper. But you're making a bet on the whole ecosystem, and that eco system has not been played out yet. We will see.
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