原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
Just floating out an idea to $AVGO:
If you lock up $SIVE laser supply for next few years since you need “more laser capacity”.
You could unintentionally cause bottlenecks across your main ASIC competitors:
Like $MRVL (Celestial), AlChip, Mediatek, GUC (Ayar CPO), first gen deployments.
Where many also seem to be aligned with your best friend $NVDA…
Maybe it’s worth discussing spending spare change to lock up the remaining merchant laser supply?
翻译：
只是向 $AVGO 抛出一个想法：
如果你锁定 $SIVE 的激光供应几年，因为你需要“更多激光产能”。
这可能会无意中导致你的主要 ASIC 竞争对手出现瓶颈：
如 $MRVL（Celestial）、AlChip、Mediatek、GUC（Ayar CPO）以及第一代部署。
而且许多公司似乎也与贵公司的好朋友 $NVDA 站在同一阵线…
或许值得讨论花点零花钱来锁定剩余的商用激光供应？
Just floating out an idea to $AVGO:
If you lock up $SIVE laser supply for next few years since you need “more laser capacity”.
You could unintentionally cause bottlenecks across your main ASIC competitors:
Like $MRVL (Celestial), AlChip, Mediatek, GUC (Ayar CPO), first gen deployments.
Where many also seem to be aligned with your best friend $NVDA…
Maybe it’s worth discussing spending spare change to lock up the remaining merchant laser supply?
翻译：
只是向 $AVGO 抛出一个想法：
如果你锁定 $SIVE 的激光供应几年，因为你需要“更多激光产能”。
这可能会无意中导致你的主要 ASIC 竞争对手出现瓶颈：
如 $MRVL（Celestial）、AlChip、Mediatek、GUC（Ayar CPO）以及第一代部署。
而且许多公司似乎也与贵公司的好朋友 $NVDA 站在同一阵线…
或许值得讨论花点零花钱来锁定剩余的商用激光供应？
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