作者感谢彭博社关于META算力的文章，并提到两篇关于CPO延迟的看空帖子，随后表达主题性观点，认为光子学、存储、能源和物理AI长期将表现更优。
作者感谢彭博社关于META算力的文章，并提到两篇关于CPO延迟的看空帖子，随后表达主题性观点，认为光子学、存储、能源和物理AI长期将表现更优。
“I’d like to give a special thank you to Bloomberg’s piece on $META compute. As well as the 2 back to back bear posts on CPO delays. But I believe thematically photonics, memory, energy, and physical AI will outperform in the long run. https://t.co/vghsG5H2w5”原帖：X / @aleabitoreddit ↗