中文翻译
所以 $POET 做的是封装那一层的事情。 如果 $MRVL 放弃了 Poet，意思就是 Marvell 认为自己可以把那一层垂直整合进 Celestial，并且直接自己买激光器（不只是 nda 纠纷那么简单）。 Marvell 还是得买激光器。我相信他们会准备多来源合同，但我不认为 $NVDA 会把分配额度分给 $MRVL。 这也是为什么 $SIVE 很可能仍然是直接供货给 Marvell 的激光供应商，因为它们已经符合 Celestial 的规格，这样就能直接去掉一个中间层玩家。
· 供应链分析
POET 被替代意味着 Marvell 直连 SIVE
英文原文
So $POET does the packaging side of things. If $MRVL dropped Poet, it means Marvell felt they could vertically integrate that layer into Celestial and just buy lasers directly themselves (not just the nda dispute). Marvell would still need to buy lasers. I'm sure they're planning multi-source contracts but I don't think $NVDA would share allocation to $MRVL. Which is why $SIVE is likely still the laser supplier direct to Marvell since they fit celestial specs already, and that just cuts out a middleware player.