For the preorder-haters:
Answers to Recent Questions of Shareholders' Concern
- What is the size of the first Gen 3 deployment and when is it expected?
It depends on if there are any external orders for the first Gen 3 deployment and the final performance when the chips are out. From 2P to 20P are possible.
That means Gen 3 preorders.
Cheers.
It's a chip preorder from manufacturers, not end-customer pre-order.