未來光通訊市場將會由 Scale-up 引領商機大幅成長，因其所需頻寬效能將會是 Scale-out 十倍以上。
Scale-up& out& across 各自解决什么问题？
Scale-up Networking to Account for More than Half of the Market by 2030
AI 算力时代，网络正在同时向两个方向延伸——向内，进入加速器与内存系统；向外，跨越机柜、园区和数据中心。
Scale-up 正从服务器内部和封闭系统中的专有互联，扩展为覆盖机柜、多机柜和多种加速器生态的独立交换市场——而且是万亿美元的生意。
直面恐惧😨 无所畏惧
所以每一次做 T 下得去手
哪怕跌了一个月
也总觉得未来可期
明天或许降温一下下啦？
去掉点杠杆
$NVIDIA(NVDA.US)
$Corning(GLW.US)
$Lumentum(LITE.US)
$YOFC(06869.HK)
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