中文翻译
2027年上半年，是所有 1.6T 可插拔玩家，比如 $JBL。 也许 Innolight/Eoptolink 和其他可插拔玩家也会加入。很快会知道，因为 $SIVE 说他们正在与一些未披露的可插拔玩家合作。 2027年下半年，则是 $NVDA NVLink CPO 生态里 Ayar 等玩家的主要 CPO 放量应用。 市场通常会提前约8个月前瞻定价。
· 供应链分析
给出1.6T可插拔与NVLink CPO生态放量时间线。
英文原文
H1 2027 all the 1.6T pluggable players like $JBL. Maybe Innolight/Eoptolink and other pluggable players are added too. We'll find out soon since $SIVE said there were undisclosed pluggable players they're working with. H2 2027 for all the main CPO scale up applications from $NVDA NVLink CPO ecosystem players like Ayar. Markets are forward looking ~8M in advance usually.