this post was submitted on 10 Nov 2023
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It also means they doesn't produce any chips for Huawei. Huawei get new AI orders from Alibaba and Tencent recently.
If you looked at their financial statements their caped has increased, which makes sense their revenue has dropped. They’re putting their money into new capacity
What has capex got to do with revenue though? Revenue is how much you sold, capex is how much you invested into infra. They are not related right?