中文翻译
很棒的主题选择。乍一看，Cantos 似乎特别走在风险投资(VC)投资曲线的前面。虽然不清楚这家初创公司的具体细节，但仅在过去几个月里，其估值倍数可能又获得了一次溢价。尤其是考虑到光子学(Photonics)在超大规模云服务商(Hyperscaler)专用集成电路(ASIC)部署中日益增长的作用。
· 供应链分析
Cantos因光子学在ASIC部署中的关键作用，估值获溢价。
英文原文
Great thematic choice. Just from first glance, Cantos seems especially ahead of VCs investment curve. Don't know the details of the startup but there's likely another premium multiple applied in the past few months alone. Especially given photonics growing role in Hyperscaler ASIC deployments.