qinbafrank
qinbafrank|Jul 29, 2026 02:28
Boss Jason created a model here. With the increase in rental rates and the provision of the OSS model, neo and hyper's ASP and profit margins should have considerable room for growth: Gross margin increases from 75% to 88%; EBITDA increases from 50% to 75%. This aligns with what we discussed earlier about the open-source CSP deployment model driving a significant boost in gross margins.
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