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顺风之下，超微电脑将迎来高光之年？
如果Hopper需求放缓，那么超微电脑的收入可能会在未来几个季度停滞不前。但随着Hopper继续保持增长轨迹，超微电脑似乎有望在今年剩余时间内继续保持连续增长。同样，这对超微电脑来说可能是件好事。相比之下，前三个季度的财报电话会议上，提及次数为零。此外，超微电脑已准备好产品。这将为超微电脑带来进一步的收入增长。芯片制造商之间的竞争加剧可能会增加超微电脑的上市时间优势的价值。
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