中文翻译
这就是 $NVDA 当年提前锁定全部 EML 产能时的那套剧本，在那之前超大规模客户那边就已经出现了巨大的供给冲击。 这也是为什么我一直在为下一处瓶颈里的 $SIVE 拉响警报。 因为 $NVDA 现在也在下一代架构上做同样的事。
· 供应链分析
把 Nvidia 备货 EML 产能的历史剧本，类比到下一代光子瓶颈。
英文原文
This is the exact playbook $NVDA did securing all the EML capacity before there was a massive supply shock for the rest of the hyperscalers. That’s why I’ve been sounding the alarm with $SIVE in the next chokepoint. Since $NVDA is doing the same with the next gen architectures.