Cerebras Systems首席财务官指出,公司第二季度调整后毛利率本可显著提升——若未因通过租赁更多系统来扩大云容量而导致成本增加,该指标原本能高出500个基点。换言之,扩增云基础设施的举措虽为长期发展铺路,却在短期内侵蚀了盈利空间。
Cerebras Systems首席财务官指出,公司第二季度调整后毛利率本可显著提升——若未因通过租赁更多系统来扩大云容量而导致成本增加,该指标原本能高出500个基点。换言之,扩增云基础设施的举措虽为长期发展铺路,却在短期内侵蚀了盈利空间。
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