A piece that just came out a few minutes ago.
Mainly some cost estimates.
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/a395cfaf-c50d-413e-9dc0-2a6108e2a31b.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/a395cfaf-c50d-413e-9dc0-2a6108e2a31b.png"/>
Other viewpoints can also be looked at slightly.
For example, is Microsoft the biggest loser? Could ARM face a sale by SoftBank? Will Marvell and Ciena be the biggest winners in the ongoing DCI construction? And will Fabrinet gain considerable benefits? The benefits for Coherent / Lumentum will be relatively small?
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/72677c30-9d0a-449e-a2e1-5543a0b63376.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/72677c30-9d0a-449e-a2e1-5543a0b63376.png"/>
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/b7a0e70a-6e3a-42af-ad69-5cf90b857b26.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/b7a0e70a-6e3a-42af-ad69-5cf90b857b26.png"/>
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/f0ff2b47-2fbc-41c4-8a56-4549d6a1cb09.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/f0ff2b47-2fbc-41c4-8a56-4549d6a1cb09.png"/>
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/2b3396df-a726-4df1-8b6e-524aa94b683e.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/2b3396df-a726-4df1-8b6e-524aa94b683e.png"/>
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/5f1a05e1-9686-45c4-918f-1c8917cc4517.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/5f1a05e1-9686-45c4-918f-1c8917cc4517.png"/>
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/263e1647-f850-4b83-93b8-84832c62fde7.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/263e1647-f850-4b83-93b8-84832c62fde7.png"/>
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/28683e6d-1bb0-4b97-9d48-2b81c2de3274.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/28683e6d-1bb0-4b97-9d48-2b81c2de3274.png"/>
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/b3109fce-738a-4bb4-b27d-05c4ed8eaa73.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/b3109fce-738a-4bb4-b27d-05c4ed8eaa73.png"/>
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/72310d89-ad0e-481e-9054-08bb0e659893.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/72310d89-ad0e-481e-9054-08bb0e659893.png"/>
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/6f2555b6-e401-4f69-be46-25c132ad894e.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/6f2555b6-e401-4f69-be46-25c132ad894e.png"/>
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/8c023fa1-e6e1-4d74-b205-9724047759ab.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/8c023fa1-e6e1-4d74-b205-9724047759ab.png"/>
- Stargate and Cost Estimation》
Risk Warning and Disclaimer
The market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk

MRVL

MSFT

Microsoft is considered the biggest loser, ARM may face a sale, Marvell and Ciena will be the winners in DCI construction, and Fabrinet will also benefit. Coherent and Lumentum will benefit to a lesser extent. Market risk warning, investment should be cautious, this article does not constitute personal investment advice

- The article discusses cost assessments and various viewpoints regarding market players.  
- It suggests that Microsoft may be the biggest loser, while ARM could face a sale by SoftBank, with Marvell and Ciena emerging as major winners in ongoing DCI construction.  
- Fabrinet is expected to benefit significantly, whereas Coherent/Lumentum will see smaller gains.

Wallstreetcn

Marvell Tech

Microsoft becomes the biggest loser, ARM faces sale? The mystery of the $500 billion cost of "Stargate"