中文翻译
回复 @_king142：$SIVE 可能是最近最明显、仍在重估中的激光器瓶颈，因为它似乎出现在每个 $NVDA NVLink CPO 生态伙伴以及 merchant/ASIC CPO 供应链里。 也许下一个是 CPO 中的无源光组件供应链。
· 供应链分析
称SIVE是最近最明显、仍在重估的CPO激光瓶颈。
英文原文
@_king142 $SIVE was probably the most recent visible laser chokepoint that’s still being rerated since seem to be in every $NVDA NVLink CPO ecosystem partner + merchant/asic cpo supply chains. Maybe passive optical components supply chains in CPO next.