Core Viewpoint - The article discusses the upcoming fundraising by Cambrian and highlights the company's focus on cloud-based revenue growth, which is expected to see significant increases starting from Q4 2024 [1]. Group 1: Cambrian's Financial Projections - Cambrian's cloud product line revenue is projected to reach approximately 110.9 million in Q1 2025, accounting for 99.94% of total revenue, compared to 9.1 million in 2022, which was only 12.80% of total revenue [1]. - The company anticipates a substantial increase in revenue due to alleviated supply chain issues, with a total revenue of 110.97 million expected in Q1 2025 [1]. Group 2: Market Dynamics and Competitors - Morgan Stanley estimates that the domestic cloud AI chip market will reach 48 billion by 2027, with the majority of the market share held by a leading competitor [3]. - Goldman Sachs has a more optimistic view on Cambrian, predicting revenues of 5.5 billion this year and 24.7 billion by 2027, which surpasses the combined revenue of all other GPU companies as estimated by Morgan Stanley [6]. Group 3: Production Capacity and Supply Chain - Cambrian's production capacity is currently limited, primarily serving a major client, with rumors of a significant order of 100,000 units from this client [9]. - The company is expected to see an increase in production capacity as supply chain issues are resolved, leading to improved revenue and profit margins [9]. - Inventory levels are a key focus, with an anticipated turning point in Q3 2024, after which revenue is expected to surge [9].