原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
Insane earnings today for the AI theme with $CRWV, $SMCI, and $LITE.
Coreweave: Absurd ~$104B+ backlog, which doesn't include $25B+ of new customer agreements added in early Q3.
Compute demand read through for Neoclouds is enormous (For Nebius, Iren and others)
Supermicro: Absurd $65-72B in revenue guidance, adding $60B+ in new orders...
AI DC buildout read through is just enormous.
Lumentum: $808M -> $1.01B -> $1.25B revenue ramp, with operating margins growing quarter after quarter.
Photonics players just keeps printing.
TLDR: Every layer of the AI buildout goes brrrrr, and it's showing up in earnings.
翻译：
今天人工智能主题的收益非常惊人，涉及 $CRWV、$SMCI 和 $LITE。
Coreweave：荒谬的 ~$104B+ 订单积压，不包括在第三季度初添加的 $25B+ 新客户协议。
对于 Neoclouds 的计算需求是一个巨大的读数（对于 Nebius、Iren 和其他公司也是如此）
Supermicro：荒谬的 $65-72B 收入指导，新增 $60B+ 订单...
人工智能数据中心建设的读数简直巨大。
Lumentum：收入从 $808M 增加到 $1.01B 再增加到 $1.25B，营业利润率季度接季度增长。
光子技术公司不断创造利润。
总结：人工智能建设的每一层都在迅速发展，并且在收益中表现出来。
Insane earnings today for the AI theme with $CRWV, $SMCI, and $LITE.
Coreweave: Absurd ~$104B+ backlog, which doesn't include $25B+ of new customer agreements added in early Q3.
Compute demand read through for Neoclouds is enormous (For Nebius, Iren and others)
Supermicro: Absurd $65-72B in revenue guidance, adding $60B+ in new orders...
AI DC buildout read through is just enormous.
Lumentum: $808M -> $1.01B -> $1.25B revenue ramp, with operating margins growing quarter after quarter.
Photonics players just keeps printing.
TLDR: Every layer of the AI buildout goes brrrrr, and it's showing up in earnings.
翻译：
今天人工智能主题的收益非常惊人，涉及 $CRWV、$SMCI 和 $LITE。
Coreweave：荒谬的 ~$104B+ 订单积压，不包括在第三季度初添加的 $25B+ 新客户协议。
对于 Neoclouds 的计算需求是一个巨大的读数（对于 Nebius、Iren 和其他公司也是如此）
Supermicro：荒谬的 $65-72B 收入指导，新增 $60B+ 订单...
人工智能数据中心建设的读数简直巨大。
Lumentum：收入从 $808M 增加到 $1.01B 再增加到 $1.25B，营业利润率季度接季度增长。
光子技术公司不断创造利润。
总结：人工智能建设的每一层都在迅速发展，并且在收益中表现出来。
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