$NATGATE (0270.MY)$ The performance is slightly lower than m...
$NATGATE (0270.MY)$ The performance is slightly lower than my estimated 30-40 million, the reason being that admin expenses unexpectedly doubled... ![]()
If we estimate based on an AI server costing RM1-1.5 million, the shipment volume for this quarter is probably only 300-400 units, not a lot. Just these few hundred AI servers cannot fill up even one of the rooms in a large datacenter...
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637282027 : Might me data Centres itself haven’t been build up so orders haven’t come in yet. Plus natgate it self have cash problems thus the private placement of shares.
It’s Not that they have less orders coming in, the orders are there, but they do not have enough cash to cover the cost (GPUS) to begin with therefore not be able to fulfill contracts.
I see bright future ahead for this company if they solve their cash flow problems and nvdia having good results on their earnings.
Admiral Adama OP 637282027 : Dont worry, this is just a beginning and far from peak performance. The total addressable market of malaysia ai server is estimated rm100bil. We will see more order coming in as the construction of the data centers approaching completion and moving into phase 2.