You did not just ride the AI wave. You created the rails it runs on. The market no longer doubts your technology. It questions whether demand can grow as fast as expectations.
Training built your dominance, but inference will define your legacy. The next victory is not selling more GPUs, but making AI compute indispensable and economically efficient. If customers earn real returns, your growth becomes structural rather than cyclical.
Protect your true moat, the ecosystem. Hardware attracts attention, but software creates dependence. As long as developers build around you, competitors remain alternatives, not replacements.
The market prices perfection now. Keep proving that AI is not a hype cycle, but the next layer of global infrastructure.”
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