中文翻译
@JK30998937 不，共封装光学(CPO)无论如何都是大势所趋，只是目前情绪略微偏空。$NVDA 正在积极追求这一技术，即使 $GOOGL 没有。这相当于 $META 放弃其专用集成电路(ASIC)项目，且 $AVGO 可能失去一个客户。但博通(Broadcom)仍拥有谷歌和其他超大规模云服务商。
· 供应链分析
CPO技术前景广阔，NVDA积极布局，AVGO虽失META但仍有其他大客户。
英文原文
@JK30998937 Nah, CPO is up and coming anyway it's just slightly bearish. $NVDA is actively pursuing it even if $GOOGL doesn't. It's the equivalent of $META dropping its ASIC program and $AVGO possibly losing a customer. But Broadcom still has Google and other hyperscalers.