Rosenblatt分析师回应B. Riley对AAOI的卖出报告，指出尽管网络优化可能降低每个XPU的光模块使用量，但XPU数量的快速增长仍将推动总光学需求上升。他们提到VCSE
Rosenblatt分析师回应B. Riley对AAOI的卖出报告，指出尽管网络优化可能降低每个XPU的光模块使用量，但XPU数量的快速增长仍将推动总光学需求上升。他们提到VCSEL可作为NPO/短距连接的过渡方案，但CPO的理想架构是采用UHP CW激光器，并引用Broadcom的观点。作者表示与Rosenblatt观点一致，并强化了对SIVE的看涨论点。
“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.”原帖：X / @aleabitoreddit ↗