中文翻译
我的意思是，$MRVL 自 2022 年以来难道没有宣布过四次左右像 Alaska A 这样的 AEC（有源铜缆）杀手吗？我把它当作 $AMD 宣称每一代发布最终都要击败 $NVDA 来看待。 $CRDO 的财报和预测一直在以惊人的速度增长，尽管 Marvell 会是严肃的竞争对手（但如果 Marvell 起飞，两者仍有共存空间）。 我认为光学是最大威胁，但我一直预期 $AXTI 的光学组件会出现巨大的光学瓶颈，因此超大规模云厂商很可能被迫延长铜缆的使用寿命。
· 供应链分析
质疑MRVL AEC竞争力，看好CRDO增长，预期光学瓶颈将延长铜缆寿命。
涉及标的： $AMD$AXTI$CRDO$MRVL$NVDA
英文原文
I mean hasn't $MRVL announced an AEC killer with Alaska A like 4+ different times now since 2022? I treat it like $AMD saying they'll finally beat $NVDA with each gen release. $CRDO's earnings + projections just keeps growing at insane rates, though Marvell would be a serious competitor (but room for both if Marvell takes off). I see optical as the biggest threat, but I've been expecting a huge optical bottleneck for opticals components w/ $AXTI, so hyperscalers will likely be forced into copper life extension.