Serenity（白毛股神）@aleabitoreddit发帖2026-06-16

Mizuho研究认为CPO和800V直流无延迟，因NVDA需求上调光学引擎预测，预计InP DFB激光器将领先（提及SIVE），认为近期的CPO相关抛售是愚蠢的。

Mizuho研究认为CPO和800V直流无延迟，因NVDA需求上调光学引擎预测，预计InP DFB激光器将领先（提及SIVE），认为近期的CPO相关抛售是愚蠢的。

“Mizuho Research: No delays on CPO or 800v dc. Revised up optical engine projections from $NVDA demand ramp. - Next phase in CPO for long term, believes InP DFB lasers remains the focus (hello $SIVE). VSCEL and microLED remain "unproven" in short distance in rack + chip to chip for 1.6T+ - HVDC deployment on track, 800VDC incremental volume 2027, with higher penetration in 2028. What a stupid CPO related selloff recently.”