invest1 distinct publisher
Astera's largest product family arrives a quarter early at above $1,000 per XPU
Second-quarter revenue doubled year over year, but the number that actually changes the model is dollars of content per accelerator, because it moves the forecast error to XPU units at a handful of buyers.
Publishers:seekingalpha.com
Reality
- Evidence22
- Adoption
- Insufficient
- Hype gap+45
- Incentives85