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“The lawsuit encompasses both GaN and SiC products from Navitas — from the patent listing on the Wolfspeed announcement, it looks like they are going after the entire Navitas portfolio! Not a good look”
@Semi Doped
Navitas faces severe existential risk as Wolfspeed's patent infringement lawsuit targets its entire GaN and SiC product portfolio.
NVTSSHORT@ $13.19
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“I would feel just fine. Amazon can monetize GPUs, whether via AWS or via e-commerce (ads or improving results etc).”
@Semi Doped
Amazon will successfully monetize its massive AI infrastructure buildout through direct AWS cloud revenue and e-commerce enhancements.
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