原文：

原文：
Regarding $AMZN RNG + OpenAI’s MRC and VCSELs.

In what appears to be an indirect response on B. Riley's $AAOI sell report regarding optimizations that "flattens networks and cuts transceiver TAM 40-50%".

Rosenblatt TLDR: They've already modeled for this, even though each XPU may use fewer transceivers.

The number of XPUs is growing so quickly that total optical demand should still rise.

On lasers architectures for CPO: VCSELs are useful as a credible bridge for NPO/short reach.

Ideal architecture though for CPO is UHP CW over other lasers, and cites Broadcom for that statements. Which happens to supports my core $SIVE thesis.

I feel like Rosenblatt and I share the same views on a lot of things, I like the way they roll.

翻译：
关于 $AMZN RNG + OpenAI 的 MRC 和 VCSELs。

看起来是对 B. Riley 的 $AAOI 卖出报告的间接回应，该报告提到优化可以“扁平化网络并减少收发器的市场规模 40-50%”。

Rosenblatt 总结：他们已经考虑到了这一点，即使每个 XPU 使用的收发器更少。

XPU 的数量增长得如此迅速，以至于总的光学需求仍应增加。

关于 CPO 的激光架构：VCSELs 对于 NPO/短距离是一个可靠的过渡方案。

然而，CPO 的理想架构是 UHP CW，而不是其他激光，并引用了 Broadcom 的声明。这恰好支持了我对 $SIVE 的核心观点。

我觉得 Rosenblatt 和我在很多方面有相同的看法，我喜欢他们的风格。