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Open original source ↗We had fairwater + other DC delays in datacenter model vs the 40% YoY growth we previously posted before said delays.
If you have access to the data you'd see our strength is constantly updating and tuning estimates because physical infra never goes perfectly
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@TBU12345678 @Citrini7 @SemiAnalysis_ Bro semianalysis is down like 25% on MSFT reaccel lol
PythiaR ↗