中文翻译
光子学有实际营收数据支撑，且是 $NVDA 推崇的架构变革。 量子计算几乎没有营收。 $LITE 未来两年订单已完全售罄（据 $POET 股东大会），预计从 2029 年开始交付。Lumentum 产能极度紧张，甚至需要外购 CW 激光器。
· 供应链分析
光子学营收扎实且获NVDA支持，LITE订单饱满，量子计算营收寥寥。
相关概念： 光子学 Photonics
英文原文
Photonics is backed by actual revenue numbers and it's an architectural shift championed by $NVDA. Quantum barely has any revenue. $LITE is completely sold out for the next 2 years (per $POET AGM) likely starting into 2029. Lumentum is so strained that they buy CW lasers off