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StatementDog | AI & Tech Supply Chains
@statementdog
Tracking the companies and technologies behind the AI buildout. Research informed by company interviews, site visits, analysts, and industry experts.
Joined June 2024
101 Following    4.4K Followers
@LIWEI_TWCapital Agreed. The ABF prepayments you mentioned are a strong sign of customer commitment. With customers putting cash down years in advance, suppliers have a much firmer basis to expand.