Re: Orders of what ?
https://asia.nikkei.com/Business/Companies/TSMC-chip-output-for-Nvidia-and-Huawei-hit-by-defective-chemical
https://seekingalpha.com/news/3434949-firm-downgrades-pure-storage-nvidia-deceleration
So it appears Pure hanged its hat on TSMC. Does anyone really believe that a) All Flashblade shipments are AIRI shipments and b) AIRI contributed 20mil revenue this quarter? I don't.
Lastly, there is prior history here that doesn't help the company.
https://www.storagereview.com/gartner_issues_apology_for_pure_storage_s_wildly_inaccurate_sales_data